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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 | $31,146 | $102,635-69.7% | $86,209-63.9% | $139,456-77.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 38.62% | 1923.53%-1884.9pp | 1169.05%-1130.4pp | 373.45%-334.8pp |
| Employer contribution / active EE | $15,801 | $3,034+420.8% | $2,381+563.5% | $4,753+232.5% |
| Participant deferral / active EE | $10,890 | $4,677+132.8% | $3,986+173.2% | $6,711+62.3% |
| Admin fee / account holder | $1,359 | $8,661-84.3% | $6,853-80.2% | $11,407-88.1% |