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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 | $38,955 | $176,120-77.9% | $159,487-75.6% | $167,553-76.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $33,750 | $5,299+536.9% | $4,831+598.6% | $4,840+597.4% |
| Participant deferral / active EE | $5,192 | $7,752-33.0% | $7,354-29.4% | $6,343-18.1% |
| Admin fee / account holder | $350 | $12,561-97.2% | $10,804-96.8% | $12,316-97.2% |