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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 | $52,651 | $150,446-65.0% | $136,297-61.4% | $147,585-64.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.60% | 1049.14%-1034.5pp | 5156.19%-5141.6pp | 578.58%-564.0pp |
| Employer contribution / active EE | $3,345 | $5,256-36.4% | $4,696-28.8% | $4,876-31.4% |
| Participant deferral / active EE | $4,296 | $6,631-35.2% | $6,247-31.2% | $5,439-21.0% |
| Admin fee / account holder | $947 | $10,906-91.3% | $9,244-89.8% | $10,886-91.3% |