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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 | $106,671 | $150,447-29.1% | $136,298-21.7% | $147,586-27.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.83% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.8pp |
| Employer contribution / active EE | $3,652 | $5,256-30.5% | $4,696-22.2% | $4,876-25.1% |
| Participant deferral / active EE | $11,123 | $6,631+67.7% | $6,247+78.0% | $5,439+104.5% |
| Admin fee / account holder | $3,030 | $10,906-72.2% | $9,244-67.2% | $10,886-72.2% |