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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 | $69,166 | $150,447-54.0% | $136,298-49.3% | $147,586-53.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.31% | 1049.15%-1026.8pp | 5156.27%-5134.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $4,615 | $5,256-12.2% | $4,696-1.7% | $4,876-5.4% |
| Participant deferral / active EE | $5,187 | $6,631-21.8% | $6,247-17.0% | $5,439-4.6% |
| Admin fee / account holder | $1,497 | $10,906-86.3% | $9,244-83.8% | $10,886-86.2% |