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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 | $31,309 | $76,608-59.1% | $56,077-44.2% | $145,877-78.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 29.49% | 3009.59%-2980.1pp | 1709.28%-1679.8pp | 551.28%-521.8pp |
| Employer contribution / active EE | $2,223 | $1,382+60.9% | $1,040+113.6% | $4,663-52.3% |
| Participant deferral / active EE | $13,257 | $2,624+405.2% | $1,954+578.5% | $6,691+98.2% |
| Admin fee / account holder | $401 | $3,325-88.0% | $2,825-85.8% | $13,402-97.0% |