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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 | $61,226 | $142,392-57.0% | $119,622-48.8% | $134,532-54.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1318.82% | -12.46%+1331.3pp | -14.98%+1333.8pp | 418.27%+900.6pp |
| Employer contribution / active EE | $4,973 | $5,224-4.8% | $4,232+17.5% | $4,741+4.9% |
| Participant deferral / active EE | $10,693 | $6,467+65.3% | $5,601+90.9% | $6,401+67.1% |
| Admin fee / account holder | $949 | $13,593-93.0% | $10,328-90.8% | $11,429-91.7% |