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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 | $30,896 | $155,840-80.2% | $124,694-75.2% | $167,553-81.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 27.19% | 17.98%+9.2pp | 5144.82%-5117.6pp | 478.89%-451.7pp |
| Employer contribution / active EE | $11,661 | $4,165+180.0% | $3,325+250.8% | $4,840+140.9% |
| Participant deferral / active EE | $6,730 | $5,675+18.6% | $4,615+45.8% | $6,343+6.1% |
| Admin fee / account holder | $403 | $9,536-95.8% | $7,495-94.6% | $12,316-96.7% |