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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 | $93,887 | $150,447-37.6% | $136,298-31.1% | $147,586-36.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.25% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $7,115 | $5,256+35.4% | $4,696+51.5% | $4,876+45.9% |
| Participant deferral / active EE | $3,754 | $6,631-43.4% | $6,247-39.9% | $5,439-31.0% |
| Admin fee / account holder | $2,016 | $10,906-81.5% | $9,244-78.2% | $10,886-81.5% |