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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 | $38,846 | $150,447-74.2% | $136,298-71.5% | $147,586-73.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.35% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $3,086 | $5,256-41.3% | $4,696-34.3% | $4,876-36.7% |
| Participant deferral / active EE | $8,392 | $6,631+26.6% | $6,247+34.3% | $5,439+54.3% |
| Admin fee / account holder | $13,891 | $10,906+27.4% | $9,244+50.3% | $10,886+27.6% |