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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 | $50,272 | $150,447-66.6% | $136,298-63.1% | $147,586-65.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.47% | 1049.15%-1038.7pp | 5156.27%-5145.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,049 | $5,256-80.0% | $4,696-77.7% | $4,876-78.5% |
| Participant deferral / active EE | $3,662 | $6,631-44.8% | $6,247-41.4% | $5,439-32.7% |
| Admin fee / account holder | $34,290 | $10,906+214.4% | $9,244+270.9% | $10,886+215.0% |