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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 | $51,825 | $150,446-65.6% | $136,297-62.0% | $147,585-64.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.94% | 1049.14%-1027.2pp | 5156.19%-5134.3pp | 578.58%-556.6pp |
| Employer contribution / active EE | $2,391 | $5,256-54.5% | $4,696-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $10,786 | $6,631+62.7% | $6,247+72.7% | $5,439+98.3% |
| Admin fee / account holder | $981 | $10,906-91.0% | $9,244-89.4% | $10,886-91.0% |