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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 | $27,068 | $76,519-64.6% | $56,025-51.7% | $145,897-81.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 3017.03%-3006.2pp | 1712.69%-1701.9pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,661 | $1,383+164.6% | $1,042+251.5% | $4,663-21.5% |
| Participant deferral / active EE | $2,542 | $2,624-3.2% | $1,955+30.0% | $6,689-62.0% |
| Admin fee / account holder | $383 | $3,331-88.5% | $2,828-86.5% | $13,390-97.1% |