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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 | $101,775 | $150,445-32.4% | $136,297-25.3% | $147,585-31.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.12% | 1049.14%-1031.0pp | 5156.16%-5138.0pp | 578.57%-560.5pp |
| Employer contribution / active EE | $1,130 | $5,256-78.5% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $4,521 | $6,631-31.8% | $6,247-27.6% | $5,439-16.9% |
| Admin fee / account holder | $2,778 | $10,906-74.5% | $9,244-70.0% | $10,885-74.5% |