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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 | $34,059 | $157,296-78.3% | $141,191-75.9% | $152,897-77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $23,210 | $5,262+341.1% | $4,736+390.1% | $4,764+387.3% |
| Participant deferral / active EE | $17,258 | $7,111+142.7% | $6,710+157.2% | $5,851+194.9% |
| Admin fee / account holder | $336 | $12,125-97.2% | $10,264-96.7% | $11,599-97.1% |