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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 | $67,005 | $150,447-55.5% | $136,298-50.8% | $147,586-54.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.45% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,237 | $5,256-76.5% | $4,696-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $4,039 | $6,631-39.1% | $6,247-35.4% | $5,439-25.7% |
| Admin fee / account holder | $319 | $10,906-97.1% | $9,244-96.5% | $10,886-97.1% |