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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 | $31,286 | $150,447-79.2% | $136,298-77.0% | $147,586-78.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.79% | 1049.15%-1027.4pp | 5156.27%-5134.5pp | 578.59%-556.8pp |
| Employer contribution / active EE | $5,151 | $5,256-2.0% | $4,696+9.7% | $4,876+5.6% |
| Participant deferral / active EE | $6,438 | $6,631-2.9% | $6,247+3.1% | $5,439+18.4% |
| Admin fee / account holder | $321 | $10,906-97.1% | $9,244-96.5% | $10,886-97.1% |