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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 | $98,419 | $150,447-34.6% | $136,298-27.8% | $147,586-33.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.80% | 1049.15%-1027.4pp | 5156.27%-5134.5pp | 578.59%-556.8pp |
| Employer contribution / active EE | $2,434 | $5,256-53.7% | $4,696-48.2% | $4,876-50.1% |
| Participant deferral / active EE | $7,590 | $6,631+14.5% | $6,247+21.5% | $5,439+39.6% |
| Admin fee / account holder | $1,199 | $10,906-89.0% | $9,244-87.0% | $10,886-89.0% |