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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 | $35,461 | $150,447-76.4% | $136,298-74.0% | $147,586-76.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.08% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,637 | $5,256-68.9% | $4,696-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $4,634 | $6,631-30.1% | $6,247-25.8% | $5,439-14.8% |
| Admin fee / account holder | $13,646 | $10,906+25.1% | $9,244+47.6% | $10,886+25.4% |