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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 | $27,568 | $150,447-81.7% | $136,298-79.8% | $147,586-81.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 41.60% | 1049.15%-1007.6pp | 5156.27%-5114.7pp | 578.59%-537.0pp |
| Employer contribution / active EE | $1,725 | $5,256-67.2% | $4,696-63.3% | $4,876-64.6% |
| Participant deferral / active EE | $4,870 | $6,631-26.6% | $6,247-22.0% | $5,439-10.5% |
| Admin fee / account holder | $478 | $10,906-95.6% | $9,244-94.8% | $10,886-95.6% |