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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 | $92,161 | $150,446-38.7% | $136,297-32.4% | $147,585-37.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.98% | 1049.14%-1033.2pp | 5156.19%-5140.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,838 | $5,256-65.0% | $4,696-60.8% | $4,876-62.3% |
| Participant deferral / active EE | $10,768 | $6,631+62.4% | $6,247+72.4% | $5,439+98.0% |
| Admin fee / account holder | $529 | $10,906-95.2% | $9,244-94.3% | $10,886-95.1% |