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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 | $102,465 | $150,447-31.9% | $136,298-24.8% | $147,586-30.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.25% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $2,313 | $5,256-56.0% | $4,696-50.8% | $4,876-52.6% |
| Participant deferral / active EE | $6,193 | $6,631-6.6% | $6,247-0.9% | $5,439+13.9% |
| Admin fee / account holder | $1,229 | $10,906-88.7% | $9,244-86.7% | $10,886-88.7% |