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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 | $64,662 | $150,447-57.0% | $136,298-52.6% | $147,586-56.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.11% | 1049.15%-1015.0pp | 5156.27%-5122.2pp | 578.59%-544.5pp |
| Employer contribution / active EE | $2,820 | $5,256-46.4% | $4,696-39.9% | $4,876-42.2% |
| Participant deferral / active EE | $3,808 | $6,631-42.6% | $6,247-39.1% | $5,439-30.0% |
| Admin fee / account holder | $27,012 | $10,906+147.7% | $9,244+192.2% | $10,886+148.1% |