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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 | $67,140 | $171,867-60.9% | $149,721-55.2% | $147,587-54.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.42% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.60%-565.2pp |
| Employer contribution / active EE | $6,537 | $6,275+4.2% | $5,444+20.1% | $4,876+34.1% |
| Participant deferral / active EE | $6,468 | $7,270-11.0% | $6,568-1.5% | $5,439+18.9% |
| Admin fee / account holder | $164,244 | $13,799+1090.2% | $11,282+1355.8% | $10,886+1408.8% |