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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 | $68,401 | $150,447-54.5% | $136,298-49.8% | $147,587-53.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.46% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.60%-557.1pp |
| Employer contribution / active EE | $3,731 | $5,256-29.0% | $4,696-20.5% | $4,876-23.5% |
| Participant deferral / active EE | $4,536 | $6,631-31.6% | $6,247-27.4% | $5,439-16.6% |
| Admin fee / account holder | $2,203 | $10,906-79.8% | $9,244-76.2% | $10,886-79.8% |