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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 | $108,456 | $171,867-36.9% | $149,721-27.6% | $147,586-26.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.51% | 2113.36%-2102.9pp | 1501.67%-1491.2pp | 578.59%-568.1pp |
| Employer contribution / active EE | $2,267 | $6,275-63.9% | $5,444-58.4% | $4,876-53.5% |
| Participant deferral / active EE | $5,281 | $7,270-27.4% | $6,568-19.6% | $5,439-2.9% |
| Admin fee / account holder | $46,160 | $13,799+234.5% | $11,282+309.1% | $10,886+324.0% |