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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 | $51,518 | $150,447-65.8% | $136,298-62.2% | $147,586-65.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.94% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,494 | $5,256-71.6% | $4,696-68.2% | $4,876-69.4% |
| Participant deferral / active EE | $4,404 | $6,631-33.6% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $6,901 | $10,906-36.7% | $9,244-25.3% | $10,886-36.6% |