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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 | $39,060 | $150,447-74.0% | $136,298-71.3% | $147,586-73.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.46% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $5,037 | $5,256-4.2% | $4,696+7.3% | $4,876+3.3% |
| Participant deferral / active EE | $6,864 | $6,631+3.5% | $6,247+9.9% | $5,439+26.2% |
| Admin fee / account holder | $1,028 | $10,906-90.6% | $9,244-88.9% | $10,886-90.6% |