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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 | $55,170 | $150,447-63.3% | $136,298-59.5% | $147,586-62.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.38% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,950 | $5,256-62.9% | $4,696-58.5% | $4,876-60.0% |
| Participant deferral / active EE | $3,434 | $6,631-48.2% | $6,247-45.0% | $5,439-36.9% |
| Admin fee / account holder | $68,547 | $10,906+528.5% | $9,244+641.5% | $10,886+529.7% |