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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 | $62,471 | $150,442-58.5% | $136,295-54.2% | $147,585-57.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.40% | 1049.09%-1035.7pp | 5155.97%-5142.6pp | 578.56%-565.2pp |
| Employer contribution / active EE | $4,292 | $5,256-18.3% | $4,695-8.6% | $4,876-12.0% |
| Participant deferral / active EE | $4,766 | $6,630-28.1% | $6,247-23.7% | $5,439-12.4% |
| Admin fee / account holder | $29,725 | $10,905+172.6% | $9,243+221.6% | $10,885+173.1% |