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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 | $69,530 | $150,447-53.8% | $136,298-49.0% | $147,586-52.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.48% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,132 | $5,256-2.4% | $4,696+9.3% | $4,876+5.2% |
| Participant deferral / active EE | $5,602 | $6,631-15.5% | $6,247-10.3% | $5,439+3.0% |
| Admin fee / account holder | $9,239 | $10,906-15.3% | $9,244-0.1% | $10,886-15.1% |