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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 | $82,836 | $150,447-44.9% | $136,298-39.2% | $147,586-43.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.74% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.9pp |
| Employer contribution / active EE | $9,911 | $5,256+88.5% | $4,696+111.1% | $4,876+103.2% |
| Participant deferral / active EE | $5,088 | $6,631-23.3% | $6,247-18.6% | $5,439-6.5% |
| Admin fee / account holder | $720 | $10,906-93.4% | $9,244-92.2% | $10,886-93.4% |