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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 | $30,153 | $99,011-69.5% | $86,582-65.2% | $147,586-79.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $11,376 | $3,132+263.2% | $2,839+300.6% | $4,876+133.3% |
| Participant deferral / active EE | $7,647 | $3,972+92.5% | $3,609+111.9% | $5,439+40.6% |
| Admin fee / account holder | $575 | $5,709-89.9% | $4,904-88.3% | $10,886-94.7% |