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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 | $27,753 | $150,447-81.6% | $136,298-79.6% | $147,586-81.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.23% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,944 | $5,256-44.0% | $4,696-37.3% | $4,876-39.6% |
| Participant deferral / active EE | $4,856 | $6,631-26.8% | $6,247-22.3% | $5,439-10.7% |
| Admin fee / account holder | $410 | $10,906-96.2% | $9,244-95.6% | $10,886-96.2% |