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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 | $36,771 | $150,447-75.6% | $136,298-73.0% | $147,586-75.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.95% | 1049.15%-1038.2pp | 5156.27%-5145.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,759 | $5,256-47.5% | $4,696-41.3% | $4,876-43.4% |
| Participant deferral / active EE | $4,020 | $6,631-39.4% | $6,247-35.6% | $5,439-26.1% |
| Admin fee / account holder | $2,034 | $10,906-81.3% | $9,244-78.0% | $10,886-81.3% |