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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 | $32,669 | $150,447-78.3% | $136,298-76.0% | $147,586-77.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.12% | 1049.15%-1032.0pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,860 | $5,256-64.6% | $4,696-60.4% | $4,876-61.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $423 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |