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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 | $50,549 | $150,447-66.4% | $136,298-62.9% | $147,586-65.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.84% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.8pp |
| Employer contribution / active EE | $5,795 | $5,256+10.2% | $4,696+23.4% | $4,876+18.8% |
| Participant deferral / active EE | $3,687 | $6,631-44.4% | $6,247-41.0% | $5,439-32.2% |
| Admin fee / account holder | $7,004 | $10,906-35.8% | $9,244-24.2% | $10,886-35.7% |