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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 | $93,355 | $150,447-37.9% | $136,298-31.5% | $147,586-36.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.86% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $4,170 | $5,256-20.7% | $4,696-11.2% | $4,876-14.5% |
| Participant deferral / active EE | $6,950 | $6,631+4.8% | $6,247+11.2% | $5,439+27.8% |
| Admin fee / account holder | $15,156 | $10,906+39.0% | $9,244+64.0% | $10,886+39.2% |