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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 | $32,447 | $150,447-78.4% | $136,298-76.2% | $147,586-78.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.18% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $4,848 | $5,256-7.8% | $4,696+3.2% | $4,876-0.6% |
| Participant deferral / active EE | $6,422 | $6,631-3.1% | $6,247+2.8% | $5,439+18.1% |
| Admin fee / account holder | $1,386 | $10,906-87.3% | $9,244-85.0% | $10,886-87.3% |