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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 | $53,258 | $150,447-64.6% | $136,298-60.9% | $147,586-63.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.83% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,374 | $5,256-54.8% | $4,696-49.4% | $4,876-51.3% |
| Participant deferral / active EE | $5,526 | $6,631-16.7% | $6,247-11.5% | $5,439+1.6% |
| Admin fee / account holder | $528 | $10,906-95.2% | $9,244-94.3% | $10,886-95.1% |