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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 | $16,064 | $99,009-83.8% | $86,581-81.4% | $147,585-89.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.24% | 1312.70%-1289.5pp | 965.06%-941.8pp | 578.58%-555.3pp |
| Employer contribution / active EE | $1,717 | $3,132-45.2% | $2,840-39.5% | $4,876-64.8% |
| Participant deferral / active EE | $3,540 | $3,972-10.9% | $3,609-1.9% | $5,439-34.9% |
| Admin fee / account holder | $478 | $5,709-91.6% | $4,904-90.3% | $10,886-95.6% |