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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 | $31,400 | $150,445-79.1% | $136,297-77.0% | $147,585-78.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.61% | 1049.14%-1033.5pp | 5156.16%-5140.5pp | 578.57%-563.0pp |
| Employer contribution / active EE | $5,925 | $5,256+12.7% | $4,696+26.2% | $4,876+21.5% |
| Participant deferral / active EE | $4,409 | $6,631-33.5% | $6,247-29.4% | $5,439-18.9% |
| Admin fee / account holder | $308 | $10,906-97.2% | $9,244-96.7% | $10,885-97.2% |