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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 | $32,301 | $150,447-78.5% | $136,298-76.3% | $147,586-78.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.59% | 1049.15%-1028.6pp | 5156.27%-5135.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $4,206 | $5,256-20.0% | $4,696-10.4% | $4,876-13.7% |
| Participant deferral / active EE | $8,171 | $6,631+23.2% | $6,247+30.8% | $5,439+50.2% |
| Admin fee / account holder | $4,553 | $10,906-58.3% | $9,244-50.8% | $10,886-58.2% |