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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 | $84,485 | $150,447-43.8% | $136,298-38.0% | $147,586-42.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.65% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $3,743 | $5,256-28.8% | $4,696-20.3% | $4,876-23.2% |
| Participant deferral / active EE | $13,936 | $6,631+110.2% | $6,247+123.1% | $5,439+156.2% |
| Admin fee / account holder | $1,030 | $10,906-90.6% | $9,244-88.9% | $10,886-90.5% |