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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 | $47,880 | $150,442-68.2% | $136,295-64.9% | $147,585-67.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.24% | 1049.09%-1030.9pp | 5155.97%-5137.7pp | 578.56%-560.3pp |
| Employer contribution / active EE | $1,292 | $5,256-75.4% | $4,695-72.5% | $4,876-73.5% |
| Participant deferral / active EE | $7,592 | $6,630+14.5% | $6,247+21.5% | $5,439+39.6% |
| Admin fee / account holder | $2,820 | $10,905-74.1% | $9,243-69.5% | $10,885-74.1% |