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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 | $69,536 | $150,447-53.8% | $136,298-49.0% | $147,586-52.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.53% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.1pp |
| Employer contribution / active EE | $4,904 | $5,256-6.7% | $4,696+4.4% | $4,876+0.6% |
| Participant deferral / active EE | $7,340 | $6,631+10.7% | $6,247+17.5% | $5,439+35.0% |
| Admin fee / account holder | $1,859 | $10,906-83.0% | $9,244-79.9% | $10,886-82.9% |