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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,235 | $88,815-87.3% | $81,882-86.3% | $145,897-92.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 42.74% | 1033.75%-991.0pp | 779.47%-736.7pp | 552.29%-509.6pp |
| Employer contribution / active EE | $2,084 | $3,086-32.5% | $2,916-28.5% | $4,663-55.3% |
| Participant deferral / active EE | $3,994 | $4,647-14.1% | $4,323-7.6% | $6,689-40.3% |
| Admin fee / account holder | $699 | $8,434-91.7% | $7,360-90.5% | $13,390-94.8% |