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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 | $88,139 | $150,446-41.4% | $136,297-35.3% | $147,585-40.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.60% | 1049.14%-1032.5pp | 5156.19%-5139.6pp | 578.58%-562.0pp |
| Employer contribution / active EE | $9,798 | $5,256+86.4% | $4,696+108.7% | $4,876+100.9% |
| Participant deferral / active EE | $14,378 | $6,631+116.8% | $6,247+130.1% | $5,439+164.4% |
| Admin fee / account holder | $78,576 | $10,906+620.5% | $9,244+750.0% | $10,886+621.8% |