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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 | $67,848 | $150,447-54.9% | $136,298-50.2% | $147,586-54.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.59% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $3,365 | $5,256-36.0% | $4,696-28.3% | $4,876-31.0% |
| Participant deferral / active EE | $10,665 | $6,631+60.8% | $6,247+70.7% | $5,439+96.1% |
| Admin fee / account holder | $18,540 | $10,906+70.0% | $9,244+100.6% | $10,886+70.3% |