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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 | $95,367 | $150,446-36.6% | $136,297-30.0% | $147,585-35.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.46% | 1049.14%-1035.7pp | 5156.19%-5142.7pp | 578.58%-565.1pp |
| Employer contribution / active EE | $2,285 | $5,256-56.5% | $4,696-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $3,778 | $6,631-43.0% | $6,247-39.5% | $5,439-30.5% |
| Admin fee / account holder | $1,333 | $10,906-87.8% | $9,244-85.6% | $10,886-87.8% |