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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 | $31,419 | $150,445-79.1% | $136,297-76.9% | $147,585-78.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.56% | 1049.14%-1018.6pp | 5156.16%-5125.6pp | 578.57%-548.0pp |
| Employer contribution / active EE | $1,464 | $5,256-72.2% | $4,696-68.8% | $4,876-70.0% |
| Participant deferral / active EE | $10,510 | $6,631+58.5% | $6,247+68.2% | $5,439+93.2% |
| Admin fee / account holder | $424 | $10,906-96.1% | $9,244-95.4% | $10,885-96.1% |