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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 | $29,508 | $109,905-73.2% | $98,506-70.0% | $167,553-82.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.31% | 1960.20%-1948.9pp | 1494.92%-1483.6pp | 478.89%-467.6pp |
| Employer contribution / active EE | $8,071 | $3,226+150.2% | $2,961+172.5% | $4,840+66.8% |
| Participant deferral / active EE | $8,323 | $4,674+78.1% | $4,277+94.6% | $6,343+31.2% |
| Admin fee / account holder | $1,220 | $6,760-82.0% | $5,955-79.5% | $12,316-90.1% |