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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 | $64,805 | $150,447-56.9% | $136,298-52.5% | $147,586-56.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.60% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,669 | $5,256-68.3% | $4,696-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $3,604 | $6,631-45.7% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $425 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |