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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 | $65,077 | $150,446-56.7% | $136,297-52.3% | $147,585-55.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 43.01% | 1049.14%-1006.1pp | 5156.19%-5113.2pp | 578.58%-535.6pp |
| Employer contribution / active EE | $3,466 | $5,256-34.1% | $4,696-26.2% | $4,876-28.9% |
| Participant deferral / active EE | $8,495 | $6,631+28.1% | $6,247+36.0% | $5,439+56.2% |
| Admin fee / account holder | $6,657 | $10,906-39.0% | $9,244-28.0% | $10,886-38.8% |