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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 | $87,063 | $171,867-49.3% | $149,721-41.8% | $147,586-41.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.26% | 2113.36%-2099.1pp | 1501.67%-1487.4pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,054 | $6,275-67.3% | $5,444-62.3% | $4,876-57.9% |
| Participant deferral / active EE | $10,656 | $7,270+46.6% | $6,568+62.2% | $5,439+95.9% |
| Admin fee / account holder | $30,030 | $13,799+117.6% | $11,282+166.2% | $10,886+175.9% |