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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 | $59,855 | $150,447-60.2% | $136,298-56.1% | $147,586-59.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.29% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,824 | $5,256-27.2% | $4,696-18.6% | $4,876-21.6% |
| Participant deferral / active EE | $10,204 | $6,631+53.9% | $6,247+63.3% | $5,439+87.6% |
| Admin fee / account holder | $5,922 | $10,906-45.7% | $9,244-35.9% | $10,886-45.6% |