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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 | $50,459 | $150,447-66.5% | $136,298-63.0% | $147,586-65.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.31% | 1049.15%-1031.8pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $2,909 | $5,256-44.7% | $4,696-38.0% | $4,876-40.3% |
| Participant deferral / active EE | $6,364 | $6,631-4.0% | $6,247+1.9% | $5,439+17.0% |
| Admin fee / account holder | $5,244 | $10,906-51.9% | $9,244-43.3% | $10,886-51.8% |