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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 | $68,448 | $150,446-54.5% | $136,297-49.8% | $147,585-53.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.40% | 1049.14%-1026.7pp | 5156.19%-5133.8pp | 578.58%-556.2pp |
| Employer contribution / active EE | $3,719 | $5,256-29.2% | $4,696-20.8% | $4,876-23.7% |
| Participant deferral / active EE | $15,078 | $6,631+127.4% | $6,247+141.4% | $5,439+177.2% |
| Admin fee / account holder | $716 | $10,906-93.4% | $9,244-92.3% | $10,886-93.4% |