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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 | $150,442-81.7% | $136,295-79.8% | $147,585-81.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 41.60% | 1049.09%-1007.5pp | 5155.97%-5114.4pp | 578.56%-537.0pp |
| Employer contribution / active EE | $1,725 | $5,256-67.2% | $4,695-63.3% | $4,876-64.6% |
| Participant deferral / active EE | $4,870 | $6,630-26.6% | $6,247-22.0% | $5,439-10.5% |
| Admin fee / account holder | $478 | $10,905-95.6% | $9,243-94.8% | $10,885-95.6% |