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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 | $99,666 | $150,447-33.8% | $136,298-26.9% | $147,586-32.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.50% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $1,854 | $5,256-64.7% | $4,696-60.5% | $4,876-62.0% |
| Participant deferral / active EE | $12,345 | $6,631+86.2% | $6,247+97.6% | $5,439+127.0% |
| Admin fee / account holder | $9,473 | $10,906-13.1% | $9,244+2.5% | $10,886-13.0% |