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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 | $44,455 | $150,447-70.5% | $136,298-67.4% | $147,586-69.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.51% | 1049.15%-1038.6pp | 5156.27%-5145.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $4,132 | $5,256-21.4% | $4,696-12.0% | $4,876-15.3% |
| Participant deferral / active EE | $8,295 | $6,631+25.1% | $6,247+32.8% | $5,439+52.5% |
| Admin fee / account holder | $4,755 | $10,906-56.4% | $9,244-48.6% | $10,886-56.3% |