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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 | $87,973 | $150,447-41.5% | $136,298-35.5% | $147,586-40.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.19% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,762 | $5,256-47.5% | $4,696-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $5,280 | $6,631-20.4% | $6,247-15.5% | $5,439-2.9% |
| Admin fee / account holder | $10,127 | $10,906-7.1% | $9,244+9.6% | $10,886-7.0% |