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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 | $101,184 | $150,442-32.7% | $136,295-25.8% | $147,585-31.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.96% | 1049.09%-1030.1pp | 5155.97%-5137.0pp | 578.56%-559.6pp |
| Employer contribution / active EE | $3,686 | $5,256-29.9% | $4,695-21.5% | $4,876-24.4% |
| Participant deferral / active EE | $4,473 | $6,630-32.5% | $6,247-28.4% | $5,439-17.7% |
| Admin fee / account holder | $3,679 | $10,905-66.3% | $9,243-60.2% | $10,885-66.2% |