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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 | $65,456 | $150,447-56.5% | $136,298-52.0% | $147,586-55.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.78% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $4,286 | $5,256-18.5% | $4,696-8.7% | $4,876-12.1% |
| Participant deferral / active EE | $4,409 | $6,631-33.5% | $6,247-29.4% | $5,439-18.9% |
| Admin fee / account holder | $1,017 | $10,906-90.7% | $9,244-89.0% | $10,886-90.7% |