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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 | $77,871 | $150,447-48.2% | $136,298-42.9% | $147,586-47.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 17.21% | 1049.15%-1031.9pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $2,536 | $5,256-51.8% | $4,696-46.0% | $4,876-48.0% |
| Participant deferral / active EE | $5,139 | $6,631-22.5% | $6,247-17.7% | $5,439-5.5% |
| Admin fee / account holder | $665 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |