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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 | $69,144 | $150,446-54.0% | $136,297-49.3% | $147,585-53.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.07% | 1049.14%-1038.1pp | 5156.19%-5145.1pp | 578.58%-567.5pp |
| Employer contribution / active EE | $3,547 | $5,256-32.5% | $4,696-24.5% | $4,876-27.3% |
| Participant deferral / active EE | $4,331 | $6,631-34.7% | $6,247-30.7% | $5,439-20.4% |
| Admin fee / account holder | $17,677 | $10,906+62.1% | $9,244+91.2% | $10,886+62.4% |