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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 | $26,511 | $150,442-82.4% | $136,295-80.5% | $147,585-82.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.39% | 1049.09%-1031.7pp | 5155.97%-5138.6pp | 578.56%-561.2pp |
| Employer contribution / active EE | $3,662 | $5,256-30.3% | $4,695-22.0% | $4,876-24.9% |
| Participant deferral / active EE | $7,918 | $6,630+19.4% | $6,247+26.7% | $5,439+45.6% |
| Admin fee / account holder | $15,102 | $10,905+38.5% | $9,243+63.4% | $10,885+38.7% |