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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 | $29,094 | $227,566-87.2% | $189,558-84.7% | $167,518-82.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $16,975 | $5,316+219.3% | $4,412+284.8% | $4,838+250.8% |
| Participant deferral / active EE | $22,061 | $7,002+215.1% | $6,174+257.3% | $6,342+247.9% |
| Admin fee / account holder | $516 | $11,881-95.7% | $9,809-94.7% | $12,312-95.8% |