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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 | $38,367 | $150,447-74.5% | $136,298-71.9% | $147,586-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.05% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,173 | $5,256-39.6% | $4,696-32.4% | $4,876-34.9% |
| Participant deferral / active EE | $10,876 | $6,631+64.0% | $6,247+74.1% | $5,439+100.0% |
| Admin fee / account holder | $10,105 | $10,906-7.3% | $9,244+9.3% | $10,886-7.2% |