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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 | $29,388 | $150,447-80.5% | $136,298-78.4% | $147,586-80.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.26% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $4,311 | $5,256-18.0% | $4,696-8.2% | $4,876-11.6% |
| Participant deferral / active EE | $3,814 | $6,631-42.5% | $6,247-38.9% | $5,439-29.9% |
| Admin fee / account holder | $427 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |