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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 | $93,564 | $150,446-37.8% | $136,297-31.4% | $147,585-36.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.24% | 1049.14%-1030.9pp | 5156.19%-5138.0pp | 578.58%-560.3pp |
| Employer contribution / active EE | $2,395 | $5,256-54.4% | $4,696-49.0% | $4,876-50.9% |
| Participant deferral / active EE | $6,752 | $6,631+1.8% | $6,247+8.1% | $5,439+24.2% |
| Admin fee / account holder | $1,266 | $10,906-88.4% | $9,244-86.3% | $10,886-88.4% |