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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 | $30,163 | $150,447-80.0% | $136,298-77.9% | $147,586-79.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.43% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.2pp |
| Employer contribution / active EE | $3,262 | $5,256-38.0% | $4,696-30.5% | $4,876-33.1% |
| Participant deferral / active EE | $5,436 | $6,631-18.0% | $6,247-13.0% | $5,439-0.1% |
| Admin fee / account holder | $2,671 | $10,906-75.5% | $9,244-71.1% | $10,886-75.5% |