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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 | $93,470 | $150,442-37.9% | $136,295-31.4% | $147,585-36.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.28% | 1049.09%-1033.8pp | 5155.97%-5140.7pp | 578.56%-563.3pp |
| Employer contribution / active EE | $4,069 | $5,256-22.6% | $4,695-13.3% | $4,876-16.6% |
| Participant deferral / active EE | $5,733 | $6,630-13.5% | $6,247-8.2% | $5,439+5.4% |
| Admin fee / account holder | $1,015 | $10,905-90.7% | $9,243-89.0% | $10,885-90.7% |