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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 | $33,279 | $150,447-77.9% | $136,298-75.6% | $147,586-77.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.50% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $3,048 | $5,256-42.0% | $4,696-35.1% | $4,876-37.5% |
| Participant deferral / active EE | $5,944 | $6,631-10.4% | $6,247-4.9% | $5,439+9.3% |
| Admin fee / account holder | $510 | $10,906-95.3% | $9,244-94.5% | $10,886-95.3% |