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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 | $38,920 | $150,446-74.1% | $136,297-71.4% | $147,585-73.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.34% | 1049.14%-1024.8pp | 5156.19%-5131.9pp | 578.58%-554.2pp |
| Employer contribution / active EE | $6,995 | $5,256+33.1% | $4,696+49.0% | $4,876+43.4% |
| Participant deferral / active EE | $6,379 | $6,631-3.8% | $6,247+2.1% | $5,439+17.3% |
| Admin fee / account holder | $1,055 | $10,906-90.3% | $9,244-88.6% | $10,886-90.3% |