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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 | $110,453 | $150,447-26.6% | $136,298-19.0% | $147,586-25.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.55% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,456 | $5,256-53.3% | $4,696-47.7% | $4,876-49.6% |
| Participant deferral / active EE | $9,442 | $6,631+42.4% | $6,247+51.1% | $5,439+73.6% |
| Admin fee / account holder | $42,920 | $10,906+293.5% | $9,244+364.3% | $10,886+294.3% |