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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 | $61,738 | $171,867-64.1% | $149,716-58.8% | $147,585-58.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.33% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.58%-562.3pp |
| Employer contribution / active EE | $3,997 | $6,275-36.3% | $5,444-26.6% | $4,876-18.0% |
| Participant deferral / active EE | $4,047 | $7,270-44.3% | $6,568-38.4% | $5,439-25.6% |
| Admin fee / account holder | $31,721 | $13,799+129.9% | $11,282+181.2% | $10,886+191.4% |