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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 | $49,700 | $150,445-67.0% | $136,297-63.5% | $147,585-66.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.21% | 1049.14%-1030.9pp | 5156.16%-5137.9pp | 578.57%-560.4pp |
| Employer contribution / active EE | $7,217 | $5,256+37.3% | $4,696+53.7% | $4,876+48.0% |
| Participant deferral / active EE | $2,921 | $6,631-55.9% | $6,247-53.2% | $5,439-46.3% |
| Admin fee / account holder | $837 | $10,906-92.3% | $9,244-90.9% | $10,885-92.3% |