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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 | $70,232 | $150,446-53.3% | $136,297-48.5% | $147,585-52.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.73% | 1049.14%-1037.4pp | 5156.19%-5144.5pp | 578.58%-566.9pp |
| Employer contribution / active EE | $5,932 | $5,256+12.9% | $4,696+26.3% | $4,876+21.6% |
| Participant deferral / active EE | $10,733 | $6,631+61.9% | $6,247+71.8% | $5,439+97.3% |
| Admin fee / account holder | $2,723 | $10,906-75.0% | $9,244-70.5% | $10,886-75.0% |