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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 | $58,021 | $150,447-61.4% | $136,298-57.4% | $147,586-60.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.45% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,276 | $5,256-56.7% | $4,696-51.5% | $4,876-53.3% |
| Participant deferral / active EE | $3,474 | $6,631-47.6% | $6,247-44.4% | $5,439-36.1% |
| Admin fee / account holder | $923 | $10,906-91.5% | $9,244-90.0% | $10,886-91.5% |