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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 | $37,933 | $90,607-58.1% | $79,467-52.3% | $135,380-72.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 87.79% | 977.74%-889.9pp | 718.30%-630.5pp | 519.81%-432.0pp |
| Employer contribution / active EE | $1,610 | $3,068-47.5% | $2,800-42.5% | $4,779-66.3% |
| Participant deferral / active EE | $4,685 | $4,050+15.7% | $3,704+26.5% | $5,609-16.5% |
| Admin fee / account holder | $37,947 | $5,895+543.7% | $5,104+643.4% | $10,828+250.4% |