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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 | $37,325 | $150,447-75.2% | $136,298-72.6% | $147,586-74.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.63% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,116 | $5,256-78.8% | $4,696-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $2,955 | $6,631-55.4% | $6,247-52.7% | $5,439-45.7% |
| Admin fee / account holder | $10,511 | $10,906-3.6% | $9,244+13.7% | $10,886-3.4% |