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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 | $28,854 | $63,346-54.4% | $92,240-68.7% | $70,126-58.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 90136.94% | 530.19%+89606.7pp | 176.29%+89960.6pp | 73.15%+90063.8pp |
| Employer contribution / active EE | $13,329 | $2,471+439.4% | $3,680+262.2% | $2,343+469.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,733 | $3,841-28.8% | $5,194-47.4% | $4,645-41.2% |