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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 | $31,239 | $150,447-79.2% | $136,298-77.1% | $147,586-78.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.74% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $3,860 | $5,256-26.6% | $4,696-17.8% | $4,876-20.9% |
| Participant deferral / active EE | $11,409 | $6,631+72.1% | $6,247+82.6% | $5,439+109.8% |
| Admin fee / account holder | $22,328 | $10,906+104.7% | $9,244+141.5% | $10,886+105.1% |