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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 | $47,096 | $150,447-68.7% | $136,298-65.4% | $147,586-68.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.13% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,410 | $5,256-35.1% | $4,696-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $3,185 | $6,631-52.0% | $6,247-49.0% | $5,439-41.4% |
| Admin fee / account holder | $14,070 | $10,906+29.0% | $9,244+52.2% | $10,886+29.3% |