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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 | $28,085 | $150,447-81.3% | $136,298-79.4% | $147,586-81.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 33.00% | 1049.15%-1016.2pp | 5156.27%-5123.3pp | 578.59%-545.6pp |
| Employer contribution / active EE | $4,311 | $5,256-18.0% | $4,696-8.2% | $4,876-11.6% |
| Participant deferral / active EE | $10,950 | $6,631+65.1% | $6,247+75.3% | $5,439+101.3% |
| Admin fee / account holder | $407 | $10,906-96.3% | $9,244-95.6% | $10,886-96.3% |