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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 | $51,193 | $150,447-66.0% | $136,298-62.4% | $147,586-65.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.94% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,771 | $5,256-47.3% | $4,696-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $6,507 | $6,631-1.9% | $6,247+4.2% | $5,439+19.6% |
| Admin fee / account holder | $340 | $10,906-96.9% | $9,244-96.3% | $10,886-96.9% |