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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 | $65,384 | $150,447-56.5% | $136,298-52.0% | $147,586-55.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.75% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $7,418 | $5,256+41.1% | $4,696+58.0% | $4,876+52.1% |
| Participant deferral / active EE | $6,204 | $6,631-6.4% | $6,247-0.7% | $5,439+14.1% |
| Admin fee / account holder | $46,415 | $10,906+325.6% | $9,244+402.1% | $10,886+326.4% |