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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 | $54,932 | $150,442-63.5% | $136,295-59.7% | $147,585-62.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.05% | 1049.09%-1032.0pp | 5155.97%-5138.9pp | 578.56%-561.5pp |
| Employer contribution / active EE | $2,496 | $5,256-52.5% | $4,695-46.9% | $4,876-48.8% |
| Participant deferral / active EE | $5,824 | $6,630-12.2% | $6,247-6.8% | $5,439+7.1% |
| Admin fee / account holder | $1,365 | $10,905-87.5% | $9,243-85.2% | $10,885-87.5% |