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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 | $85,995 | $150,446-42.8% | $136,297-36.9% | $147,585-41.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.66% | 1049.14%-1033.5pp | 5156.19%-5140.5pp | 578.58%-562.9pp |
| Employer contribution / active EE | $2,690 | $5,256-48.8% | $4,696-42.7% | $4,876-44.8% |
| Participant deferral / active EE | $3,561 | $6,631-46.3% | $6,247-43.0% | $5,439-34.5% |
| Admin fee / account holder | $3,788 | $10,906-65.3% | $9,244-59.0% | $10,886-65.2% |