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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 | $46,886 | $150,446-68.8% | $136,297-65.6% | $147,585-68.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.94% | 1049.14%-1032.2pp | 5156.19%-5139.3pp | 578.58%-561.6pp |
| Employer contribution / active EE | $2,276 | $5,256-56.7% | $4,696-51.5% | $4,876-53.3% |
| Participant deferral / active EE | $5,994 | $6,631-9.6% | $6,247-4.1% | $5,439+10.2% |
| Admin fee / account holder | $411 | $10,906-96.2% | $9,244-95.6% | $10,886-96.2% |