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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 | $68,461 | $150,447-54.5% | $136,298-49.8% | $147,586-53.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $6,225 | $5,256+18.4% | $4,696+32.6% | $4,876+27.7% |
| Participant deferral / active EE | $3,093 | $6,631-53.4% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $338 | $10,906-96.9% | $9,244-96.3% | $10,886-96.9% |