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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 | $44,534 | $150,445-70.4% | $136,297-67.3% | $147,585-69.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.73% | 1049.14%-1023.4pp | 5156.16%-5130.4pp | 578.57%-552.8pp |
| Employer contribution / active EE | $3,984 | $5,256-24.2% | $4,696-15.2% | $4,876-18.3% |
| Participant deferral / active EE | $10,450 | $6,631+57.6% | $6,247+67.3% | $5,439+92.1% |
| Admin fee / account holder | $4,421 | $10,906-59.5% | $9,244-52.2% | $10,885-59.4% |