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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 | $73,771 | $150,442-51.0% | $136,295-45.9% | $147,585-50.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.94% | 1049.09%-1020.2pp | 5155.97%-5127.0pp | 578.56%-549.6pp |
| Employer contribution / active EE | $2,623 | $5,256-50.1% | $4,695-44.1% | $4,876-46.2% |
| Participant deferral / active EE | $8,982 | $6,630+35.5% | $6,247+43.8% | $5,439+65.2% |
| Admin fee / account holder | $374 | $10,905-96.6% | $9,243-95.9% | $10,885-96.6% |