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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 | $31,013 | $76,522-59.5% | $56,033-44.7% | $145,884-78.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 3014.28%-3000.9pp | 1711.38%-1698.0pp | 551.85%-538.5pp |
| Employer contribution / active EE | $7,900 | $1,382+471.5% | $1,041+659.0% | $4,662+69.4% |
| Participant deferral / active EE | $12,950 | $2,624+393.5% | $1,954+562.7% | $6,690+93.6% |
| Admin fee / account holder | $760 | $3,328-77.2% | $2,827-73.1% | $13,392-94.3% |