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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 | $118,602 | $150,446-21.2% | $136,297-13.0% | $147,585-19.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.40% | 1049.14%-1032.7pp | 5156.19%-5139.8pp | 578.58%-562.2pp |
| Employer contribution / active EE | $2,245 | $5,256-57.3% | $4,696-52.2% | $4,876-54.0% |
| Participant deferral / active EE | $12,336 | $6,631+86.0% | $6,247+97.5% | $5,439+126.8% |
| Admin fee / account holder | $4,927 | $10,906-54.8% | $9,244-46.7% | $10,886-54.7% |