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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 | $126,335 | $171,867-26.5% | $149,721-15.6% | $147,586-14.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.77% | 2113.36%-2102.6pp | 1501.67%-1490.9pp | 578.59%-567.8pp |
| Employer contribution / active EE | $4,098 | $6,275-34.7% | $5,444-24.7% | $4,876-16.0% |
| Participant deferral / active EE | $5,765 | $7,270-20.7% | $6,568-12.2% | $5,439+6.0% |
| Admin fee / account holder | $5,515 | $13,799-60.0% | $11,282-51.1% | $10,886-49.3% |