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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 | $102,791 | $100,895+1.9% | $90,430+13.7% | $158,950-35.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.39% | 1725.54%-1716.2pp | 1293.73%-1284.3pp | 302.91%-293.5pp |
| Employer contribution / active EE | $5,000 | $3,689+35.5% | $3,262+53.3% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $558 | $6,505-91.4% | $5,613-90.1% | $11,248-95.0% |