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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 | $31,891 | $150,447-78.8% | $136,298-76.6% | $147,586-78.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.77% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $11,768 | $5,256+123.9% | $4,696+150.6% | $4,876+141.3% |
| Participant deferral / active EE | $6,984 | $6,631+5.3% | $6,247+11.8% | $5,439+28.4% |
| Admin fee / account holder | $2,740 | $10,906-74.9% | $9,244-70.4% | $10,886-74.8% |