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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 | $53,294 | $150,446-64.6% | $136,297-60.9% | $147,585-63.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.34% | 1049.14%-1024.8pp | 5156.19%-5131.9pp | 578.58%-554.2pp |
| Employer contribution / active EE | $4,012 | $5,256-23.7% | $4,696-14.6% | $4,876-17.7% |
| Participant deferral / active EE | $6,864 | $6,631+3.5% | $6,247+9.9% | $5,439+26.2% |
| Admin fee / account holder | $1,047 | $10,906-90.4% | $9,244-88.7% | $10,886-90.4% |