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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 | $52,374 | $150,445-65.2% | $136,297-61.6% | $147,585-64.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.38% | 1049.14%-1027.8pp | 5156.16%-5134.8pp | 578.57%-557.2pp |
| Employer contribution / active EE | $2,300 | $5,256-56.2% | $4,696-51.0% | $4,876-52.8% |
| Participant deferral / active EE | $17,096 | $6,631+157.8% | $6,247+173.7% | $5,439+214.3% |
| Admin fee / account holder | $307 | $10,906-97.2% | $9,244-96.7% | $10,885-97.2% |