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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 | $58,341 | $150,447-61.2% | $136,298-57.2% | $147,586-60.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.76% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $3,410 | $5,256-35.1% | $4,696-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $2,733 | $6,631-58.8% | $6,247-56.2% | $5,439-49.7% |
| Admin fee / account holder | $812 | $10,906-92.6% | $9,244-91.2% | $10,886-92.5% |