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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 | $69,690 | $150,447-53.7% | $136,298-48.9% | $147,586-52.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.50% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,056 | $5,256-60.9% | $4,696-56.2% | $4,876-57.8% |
| Participant deferral / active EE | $6,618 | $6,631-0.2% | $6,247+5.9% | $5,439+21.7% |
| Admin fee / account holder | $2,663 | $10,906-75.6% | $9,244-71.2% | $10,886-75.5% |