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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 | $38,425 | $150,447-74.5% | $136,298-71.8% | $147,586-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.88% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,845 | $5,256-64.9% | $4,696-60.7% | $4,876-62.2% |
| Participant deferral / active EE | $6,358 | $6,631-4.1% | $6,247+1.8% | $5,439+16.9% |
| Admin fee / account holder | $470 | $10,906-95.7% | $9,244-94.9% | $10,886-95.7% |