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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 | $124,631 | $150,447-17.2% | $136,298-8.6% | $147,586-15.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.61% | 1049.15%-1035.5pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,271 | $5,256-75.8% | $4,696-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $5,720 | $6,631-13.7% | $6,247-8.4% | $5,439+5.2% |
| Admin fee / account holder | $3,027 | $10,906-72.2% | $9,244-67.3% | $10,886-72.2% |