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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 | $121,799 | $150,447-19.0% | $136,298-10.6% | $147,586-17.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.82% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,491 | $5,256-52.6% | $4,696-46.9% | $4,876-48.9% |
| Participant deferral / active EE | $8,190 | $6,631+23.5% | $6,247+31.1% | $5,439+50.6% |
| Admin fee / account holder | $6,512 | $10,906-40.3% | $9,244-29.6% | $10,886-40.2% |