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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 | $94,344 | $150,446-37.3% | $136,297-30.8% | $147,585-36.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.83% | 1049.14%-1035.3pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $2,075 | $5,256-60.5% | $4,696-55.8% | $4,876-57.5% |
| Participant deferral / active EE | $6,966 | $6,631+5.1% | $6,247+11.5% | $5,439+28.1% |
| Admin fee / account holder | $4,533 | $10,906-58.4% | $9,244-51.0% | $10,886-58.4% |