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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 | $49,363 | $88,778-44.4% | $81,844-39.7% | $145,884-66.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 29.16% | 1033.03%-1003.9pp | 778.87%-749.7pp | 551.85%-522.7pp |
| Employer contribution / active EE | $11,687 | $3,087+278.6% | $2,916+300.7% | $4,662+150.7% |
| Participant deferral / active EE | $15,333 | $4,648+229.9% | $4,323+254.7% | $6,690+129.2% |
| Admin fee / account holder | $555 | $8,430-93.4% | $7,355-92.5% | $13,392-95.9% |