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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 | $116,278 | $150,447-22.7% | $136,298-14.7% | $147,586-21.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.67% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $3,590 | $5,256-31.7% | $4,696-23.5% | $4,876-26.4% |
| Participant deferral / active EE | $15,792 | $6,631+138.2% | $6,247+152.8% | $5,439+190.4% |
| Admin fee / account holder | $1,289 | $10,906-88.2% | $9,244-86.1% | $10,886-88.2% |