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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 | $97,647 | $150,445-35.1% | $136,297-28.4% | $147,585-33.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.46% | 1049.14%-1033.7pp | 5156.16%-5140.7pp | 578.57%-563.1pp |
| Employer contribution / active EE | $3,595 | $5,256-31.6% | $4,696-23.4% | $4,876-26.3% |
| Participant deferral / active EE | $6,942 | $6,631+4.7% | $6,247+11.1% | $5,439+27.6% |
| Admin fee / account holder | $9,947 | $10,906-8.8% | $9,244+7.6% | $10,885-8.6% |