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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 | $33,644 | $150,447-77.6% | $136,298-75.3% | $147,586-77.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.27% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $2,211 | $5,256-57.9% | $4,696-52.9% | $4,876-54.7% |
| Participant deferral / active EE | $7,014 | $6,631+5.8% | $6,247+12.3% | $5,439+29.0% |
| Admin fee / account holder | $454 | $10,906-95.8% | $9,244-95.1% | $10,886-95.8% |