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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 | $110,703 | $150,447-26.4% | $136,298-18.8% | $147,586-25.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.71% | 1049.15%-1036.4pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,107 | $5,256-59.9% | $4,696-55.1% | $4,876-56.8% |
| Participant deferral / active EE | $5,792 | $6,631-12.6% | $6,247-7.3% | $5,439+6.5% |
| Admin fee / account holder | $8,179 | $10,906-25.0% | $9,244-11.5% | $10,886-24.9% |