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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 | $107,323 | $150,442-28.7% | $136,295-21.3% | $147,585-27.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.14% | 1049.09%-1032.9pp | 5155.97%-5139.8pp | 578.56%-562.4pp |
| Employer contribution / active EE | $1,561 | $5,256-70.3% | $4,695-66.8% | $4,876-68.0% |
| Participant deferral / active EE | $9,676 | $6,630+45.9% | $6,247+54.9% | $5,439+77.9% |
| Admin fee / account holder | $2,212 | $10,905-79.7% | $9,243-76.1% | $10,885-79.7% |