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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 | $30,950 | $76,608-59.6% | $56,077-44.8% | $145,877-78.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 3009.59%-2996.4pp | 1709.28%-1696.1pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,539 | $1,382+228.5% | $1,040+336.3% | $4,663-2.7% |
| Participant deferral / active EE | $17,018 | $2,624+548.5% | $1,954+770.9% | $6,691+154.4% |
| Admin fee / account holder | $694 | $3,325-79.1% | $2,825-75.4% | $13,402-94.8% |