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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 | $38,418 | $150,447-74.5% | $136,298-71.8% | $147,586-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.36% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $4,450 | $5,256-15.3% | $4,696-5.2% | $4,876-8.8% |
| Participant deferral / active EE | $7,739 | $6,631+16.7% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $2,525 | $10,906-76.8% | $9,244-72.7% | $10,886-76.8% |