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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 | $114,538 | $150,447-23.9% | $136,298-16.0% | $147,586-22.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.93% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,645 | $5,256-49.7% | $4,696-43.7% | $4,876-45.7% |
| Participant deferral / active EE | $5,634 | $6,631-15.0% | $6,247-9.8% | $5,439+3.6% |
| Admin fee / account holder | $26,383 | $10,906+141.9% | $9,244+185.4% | $10,886+142.4% |