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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 | $34,973 | $150,447-76.8% | $136,298-74.3% | $147,586-76.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.49% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,334 | $5,256-55.6% | $4,696-50.3% | $4,876-52.1% |
| Participant deferral / active EE | $7,572 | $6,631+14.2% | $6,247+21.2% | $5,439+39.2% |
| Admin fee / account holder | $588 | $10,906-94.6% | $9,244-93.6% | $10,886-94.6% |