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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 | $24,474 | $150,447-83.7% | $136,298-82.0% | $147,586-83.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.74% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.9pp |
| Employer contribution / active EE | $2,186 | $5,256-58.4% | $4,696-53.4% | $4,876-55.2% |
| Participant deferral / active EE | $4,763 | $6,631-28.2% | $6,247-23.8% | $5,439-12.4% |
| Admin fee / account holder | $4,385 | $10,906-59.8% | $9,244-52.6% | $10,886-59.7% |