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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 | $73,372 | $150,442-51.2% | $136,295-46.2% | $147,585-50.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.47% | 1049.09%-1029.6pp | 5155.97%-5136.5pp | 578.56%-559.1pp |
| Employer contribution / active EE | $2,731 | $5,256-48.0% | $4,695-41.8% | $4,876-44.0% |
| Participant deferral / active EE | $5,896 | $6,630-11.1% | $6,247-5.6% | $5,439+8.4% |
| Admin fee / account holder | $497 | $10,905-95.4% | $9,243-94.6% | $10,885-95.4% |