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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 | $90,191 | $150,447-40.1% | $136,298-33.8% | $147,586-38.9% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 17.81% | 1049.15%-1031.3pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,029 | $5,256-61.4% | $4,696-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $6,727 | $6,631+1.5% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $1,372 | $10,906-87.4% | $9,244-85.2% | $10,886-87.4% |