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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 | $41,550 | $150,446-72.4% | $136,297-69.5% | $147,585-71.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.90% | 1049.14%-1033.2pp | 5156.19%-5140.3pp | 578.58%-562.7pp |
| Employer contribution / active EE | $3,967 | $5,256-24.5% | $4,696-15.5% | $4,876-18.6% |
| Participant deferral / active EE | $7,793 | $6,631+17.5% | $6,247+24.7% | $5,439+43.3% |
| Admin fee / account holder | $1,438 | $10,906-86.8% | $9,244-84.4% | $10,886-86.8% |