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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 | $50,103 | $150,446-66.7% | $136,297-63.2% | $147,585-66.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.64% | 1049.14%-1037.5pp | 5156.19%-5144.6pp | 578.58%-566.9pp |
| Employer contribution / active EE | $2,889 | $5,256-45.0% | $4,696-38.5% | $4,876-40.8% |
| Participant deferral / active EE | $17,318 | $6,631+161.2% | $6,247+177.2% | $5,439+218.4% |
| Admin fee / account holder | $6,578 | $10,906-39.7% | $9,244-28.8% | $10,886-39.6% |