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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 | $93,288 | $150,447-38.0% | $136,298-31.6% | $147,586-36.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.58% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $4,022 | $5,256-23.5% | $4,696-14.3% | $4,876-17.5% |
| Participant deferral / active EE | $9,831 | $6,631+48.3% | $6,247+57.4% | $5,439+80.8% |
| Admin fee / account holder | $31,157 | $10,906+185.7% | $9,244+237.0% | $10,886+186.2% |