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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 | $37,024 | $150,447-75.4% | $136,298-72.8% | $147,586-74.9% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 20.34% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.3pp |
| Employer contribution / active EE | $5,258 | $5,2560% | $4,696+12.0% | $4,876+7.8% |
| Participant deferral / active EE | $5,713 | $6,631-13.8% | $6,247-8.5% | $5,439+5.0% |
| Admin fee / account holder | $2,105 | $10,906-80.7% | $9,244-77.2% | $10,886-80.7% |