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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 | $54,853 | $150,446-63.5% | $136,297-59.8% | $147,585-62.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.36% | 1049.14%-1030.8pp | 5156.19%-5137.8pp | 578.58%-560.2pp |
| Employer contribution / active EE | $4,310 | $5,256-18.0% | $4,696-8.2% | $4,876-11.6% |
| Participant deferral / active EE | $4,581 | $6,631-30.9% | $6,247-26.7% | $5,439-15.8% |
| Admin fee / account holder | $15,386 | $10,906+41.1% | $9,244+66.4% | $10,886+41.3% |