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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 | $39,023 | $150,447-74.1% | $136,298-71.4% | $147,586-73.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.30% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $8,876 | $5,256+68.9% | $4,696+89.0% | $4,876+82.0% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $4,822 | $10,906-55.8% | $9,244-47.8% | $10,886-55.7% |