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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 | $79,821 | $150,447-46.9% | $136,298-41.4% | $147,586-45.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.32% | 1049.15%-1034.8pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $4,979 | $5,256-5.3% | $4,696+6.0% | $4,876+2.1% |
| Participant deferral / active EE | $2,575 | $6,631-61.2% | $6,247-58.8% | $5,439-52.7% |
| Admin fee / account holder | $1,273 | $10,906-88.3% | $9,244-86.2% | $10,886-88.3% |