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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 | $56,254 | $150,447-62.6% | $136,298-58.7% | $147,586-61.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.85% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $6,392 | $5,256+21.6% | $4,696+36.1% | $4,876+31.1% |
| Participant deferral / active EE | $3,512 | $6,631-47.0% | $6,247-43.8% | $5,439-35.4% |
| Admin fee / account holder | $778 | $10,906-92.9% | $9,244-91.6% | $10,886-92.9% |