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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 | $44,583 | $150,445-70.4% | $136,297-67.3% | $147,585-69.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.77% | 1049.14%-1035.4pp | 5156.16%-5142.4pp | 578.57%-564.8pp |
| Employer contribution / active EE | $8,004 | $5,256+52.3% | $4,696+70.5% | $4,876+64.1% |
| Participant deferral / active EE | $10,496 | $6,631+58.3% | $6,247+68.0% | $5,439+93.0% |
| Admin fee / account holder | $48,408 | $10,906+343.9% | $9,244+423.7% | $10,885+344.7% |