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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 | $29,856 | $99,009-69.8% | $86,581-65.5% | $147,585-79.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 28.45% | 1312.70%-1284.2pp | 965.06%-936.6pp | 578.58%-550.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,872 | $3,972+22.6% | $3,609+35.0% | $5,439-10.4% |
| Admin fee / account holder | $601 | $5,709-89.5% | $4,904-87.8% | $10,886-94.5% |