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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 | $64,892 | $150,447-56.9% | $136,298-52.4% | $147,586-56.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.14% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,183 | $5,256-39.4% | $4,696-32.2% | $4,876-34.7% |
| Participant deferral / active EE | $6,760 | $6,631+2.0% | $6,247+8.2% | $5,439+24.3% |
| Admin fee / account holder | $33,777 | $10,906+209.7% | $9,244+265.4% | $10,886+210.3% |