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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 | $126,221 | $171,492-26.4% | $150,734-16.3% | $198,609-36.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.82% | 804.70%-798.9pp | 600.81%-595.0pp | 202.70%-196.9pp |
| Employer contribution / active EE | $5,000 | $5,470-8.6% | $4,918+1.7% | $5,055-1.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $700 | $17,628-96.0% | $14,905-95.3% | $19,030-96.3% |