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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 | $65,357 | $150,447-56.6% | $136,298-52.0% | $147,586-55.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.50% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,111 | $5,256-78.9% | $4,696-76.3% | $4,876-77.2% |
| Participant deferral / active EE | $3,027 | $6,631-54.3% | $6,247-51.5% | $5,439-44.3% |
| Admin fee / account holder | $1,233 | $10,906-88.7% | $9,244-86.7% | $10,886-88.7% |