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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 | $108,310 | $150,447-28.0% | $136,298-20.5% | $147,586-26.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.55% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $3,369 | $5,256-35.9% | $4,696-28.3% | $4,876-30.9% |
| Participant deferral / active EE | $5,313 | $6,631-19.9% | $6,247-15.0% | $5,439-2.3% |
| Admin fee / account holder | $10,445 | $10,906-4.2% | $9,244+13.0% | $10,886-4.0% |