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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 | $57,281 | $150,446-61.9% | $136,297-58.0% | $147,585-61.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.78% | 1049.14%-1032.4pp | 5156.19%-5139.4pp | 578.58%-561.8pp |
| Employer contribution / active EE | $2,460 | $5,256-53.2% | $4,696-47.6% | $4,876-49.5% |
| Participant deferral / active EE | $2,964 | $6,631-55.3% | $6,247-52.6% | $5,439-45.5% |
| Admin fee / account holder | $351 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |