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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 | $78,864 | $171,865-54.1% | $149,718-47.3% | $147,585-46.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.34% | 2113.29%-2101.9pp | 1501.67%-1490.3pp | 578.56%-567.2pp |
| Employer contribution / active EE | $4,264 | $6,275-32.0% | $5,445-21.7% | $4,876-12.6% |
| Participant deferral / active EE | $5,966 | $7,270-17.9% | $6,569-9.2% | $5,439+9.7% |
| Admin fee / account holder | $33,427 | $13,799+142.2% | $11,283+196.3% | $10,885+207.1% |