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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 | $29,072 | $150,447-80.7% | $136,298-78.7% | $147,586-80.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.70% | 1049.15%-1025.5pp | 5156.27%-5132.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $2,028 | $5,256-61.4% | $4,696-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $8,063 | $6,631+21.6% | $6,247+29.1% | $5,439+48.2% |
| Admin fee / account holder | $687 | $10,906-93.7% | $9,244-92.6% | $10,886-93.7% |