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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 | $71,463 | $150,442-52.5% | $136,295-47.6% | $147,585-51.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.13% | 1049.09%-1036.0pp | 5155.97%-5142.8pp | 578.56%-565.4pp |
| Employer contribution / active EE | $8,143 | $5,256+54.9% | $4,695+73.4% | $4,876+67.0% |
| Participant deferral / active EE | $6,780 | $6,630+2.2% | $6,247+8.5% | $5,439+24.7% |
| Admin fee / account holder | $2,963 | $10,905-72.8% | $9,243-67.9% | $10,885-72.8% |