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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 | $46,216 | $150,445-69.3% | $136,297-66.1% | $147,585-68.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.42% | 1049.14%-1033.7pp | 5156.16%-5140.7pp | 578.57%-563.1pp |
| Employer contribution / active EE | $2,984 | $5,256-43.2% | $4,696-36.4% | $4,876-38.8% |
| Participant deferral / active EE | $13,861 | $6,631+109.0% | $6,247+121.9% | $5,439+154.9% |
| Admin fee / account holder | $360 | $10,906-96.7% | $9,244-96.1% | $10,885-96.7% |