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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 | $62,549 | $150,442-58.4% | $136,295-54.1% | $147,585-57.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.00% | 1049.09%-1037.1pp | 5155.97%-5144.0pp | 578.56%-566.6pp |
| Employer contribution / active EE | $1,607 | $5,256-69.4% | $4,695-65.8% | $4,876-67.0% |
| Participant deferral / active EE | $3,472 | $6,630-47.6% | $6,247-44.4% | $5,439-36.2% |
| Admin fee / account holder | $1,713 | $10,905-84.3% | $9,243-81.5% | $10,885-84.3% |