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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 | $53,055 | $150,446-64.7% | $136,297-61.1% | $147,585-64.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.19% | 1049.14%-1032.0pp | 5156.19%-5139.0pp | 578.58%-561.4pp |
| Employer contribution / active EE | $1,694 | $5,256-67.8% | $4,696-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $3,948 | $6,631-40.5% | $6,247-36.8% | $5,439-27.4% |
| Admin fee / account holder | $9,768 | $10,906-10.4% | $9,244+5.7% | $10,886-10.3% |