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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 | $111,424 | $150,447-25.9% | $136,298-18.2% | $147,586-24.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.86% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $2,617 | $5,256-50.2% | $4,696-44.3% | $4,876-46.3% |
| Participant deferral / active EE | $6,330 | $6,631-4.5% | $6,247+1.3% | $5,439+16.4% |
| Admin fee / account holder | $403 | $10,906-96.3% | $9,244-95.6% | $10,886-96.3% |