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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 | $48,179 | $150,446-68.0% | $136,297-64.7% | $147,585-67.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.23% | 1049.14%-1028.9pp | 5156.19%-5136.0pp | 578.58%-558.4pp |
| Employer contribution / active EE | $4,941 | $5,256-6.0% | $4,696+5.2% | $4,876+1.3% |
| Participant deferral / active EE | $6,882 | $6,631+3.8% | $6,247+10.2% | $5,439+26.5% |
| Admin fee / account holder | $1,273 | $10,906-88.3% | $9,244-86.2% | $10,886-88.3% |