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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 | $77,473 | $150,447-48.5% | $136,298-43.2% | $147,586-47.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.60% | 1049.15%-1038.6pp | 5156.27%-5145.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,696+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $4,409 | $6,631-33.5% | $6,247-29.4% | $5,439-18.9% |
| Admin fee / account holder | $1,718 | $10,906-84.2% | $9,244-81.4% | $10,886-84.2% |