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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 | $32,156 | $150,447-78.6% | $136,298-76.4% | $147,586-78.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.78% | 1049.15%-1024.4pp | 5156.27%-5131.5pp | 578.59%-553.8pp |
| Employer contribution / active EE | $4,378 | $5,256-16.7% | $4,696-6.8% | $4,876-10.2% |
| Participant deferral / active EE | $13,074 | $6,631+97.2% | $6,247+109.3% | $5,439+140.4% |
| Admin fee / account holder | $2,257 | $10,906-79.3% | $9,244-75.6% | $10,886-79.3% |