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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 | $79,235 | $150,447-47.3% | $136,298-41.9% | $147,586-46.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.86% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $7,001 | $5,256+33.2% | $4,696+49.1% | $4,876+43.6% |
| Participant deferral / active EE | $3,339 | $6,631-49.6% | $6,247-46.6% | $5,439-38.6% |
| Admin fee / account holder | $3,377 | $10,906-69.0% | $9,244-63.5% | $10,886-69.0% |