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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 | $70,587 | $150,446-53.1% | $136,297-48.2% | $147,585-52.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.80% | 1049.14%-1035.3pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $5,238 | $5,256-0.4% | $4,696+11.5% | $4,876+7.4% |
| Participant deferral / active EE | $5,370 | $6,631-19.0% | $6,247-14.0% | $5,439-1.3% |
| Admin fee / account holder | $4,206 | $10,906-61.4% | $9,244-54.5% | $10,886-61.4% |