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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 | $86,105 | $150,447-42.8% | $136,298-36.8% | $147,586-41.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.10% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,318 | $5,256-55.9% | $4,696-50.6% | $4,876-52.5% |
| Participant deferral / active EE | $2,682 | $6,631-59.6% | $6,247-57.1% | $5,439-50.7% |
| Admin fee / account holder | $799 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |