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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 | $65,199 | $150,447-56.7% | $136,298-52.2% | $147,586-55.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.96% | 1049.15%-1037.2pp | 5156.27%-5144.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,083 | $5,256-60.4% | $4,696-55.6% | $4,876-57.3% |
| Participant deferral / active EE | $4,562 | $6,631-31.2% | $6,247-27.0% | $5,439-16.1% |
| Admin fee / account holder | $1,422 | $10,906-87.0% | $9,244-84.6% | $10,886-86.9% |