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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 | $109,901 | $150,447-27.0% | $136,298-19.4% | $147,586-25.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.17% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,542 | $5,256-51.6% | $4,696-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $7,784 | $6,631+17.4% | $6,247+24.6% | $5,439+43.1% |
| Admin fee / account holder | $489 | $10,906-95.5% | $9,244-94.7% | $10,886-95.5% |