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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 | $76,017 | $171,867-55.8% | $149,721-49.2% | $147,586-48.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.84% | 2113.36%-2083.5pp | 1501.67%-1471.8pp | 578.59%-548.7pp |
| Employer contribution / active EE | $3,773 | $6,275-39.9% | $5,444-30.7% | $4,876-22.6% |
| Participant deferral / active EE | $5,034 | $7,270-30.8% | $6,568-23.4% | $5,439-7.4% |
| Admin fee / account holder | $49,830 | $13,799+261.1% | $11,282+341.7% | $10,886+357.8% |