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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 | $107,879 | $150,447-28.3% | $136,298-20.9% | $147,586-26.9% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 14.74% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,221 | $5,256-76.8% | $4,696-74.0% | $4,876-75.0% |
| Participant deferral / active EE | $3,892 | $6,631-41.3% | $6,247-37.7% | $5,439-28.4% |
| Admin fee / account holder | $15,526 | $10,906+42.4% | $9,244+68.0% | $10,886+42.6% |