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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 | $111,974 | $150,447-25.6% | $136,298-17.8% | $147,586-24.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.01% | 1049.15%-1031.1pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,610 | $5,256-69.4% | $4,696-65.7% | $4,876-67.0% |
| Participant deferral / active EE | $13,353 | $6,631+101.4% | $6,247+113.7% | $5,439+145.5% |
| Admin fee / account holder | $1,004 | $10,906-90.8% | $9,244-89.1% | $10,886-90.8% |