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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 | $74,071 | $150,447-50.8% | $136,298-45.7% | $147,586-49.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.57% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,317 | $5,256-55.9% | $4,696-50.7% | $4,876-52.5% |
| Participant deferral / active EE | $6,751 | $6,631+1.8% | $6,247+8.1% | $5,439+24.1% |
| Admin fee / account holder | $42,792 | $10,906+292.4% | $9,244+362.9% | $10,886+293.1% |