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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 | $24,600 | $150,447-83.6% | $136,298-82.0% | $147,586-83.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.83% | 1049.15%-1023.3pp | 5156.27%-5130.4pp | 578.59%-552.8pp |
| Employer contribution / active EE | $2,611 | $5,256-50.3% | $4,696-44.4% | $4,876-46.5% |
| Participant deferral / active EE | $6,892 | $6,631+3.9% | $6,247+10.3% | $5,439+26.7% |
| Admin fee / account holder | $324 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |