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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 | $104,091 | $150,447-30.8% | $136,298-23.6% | $147,586-29.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.63% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $3,162 | $5,256-39.9% | $4,696-32.7% | $4,876-35.2% |
| Participant deferral / active EE | $5,935 | $6,631-10.5% | $6,247-5.0% | $5,439+9.1% |
| Admin fee / account holder | $25,016 | $10,906+129.4% | $9,244+170.6% | $10,886+129.8% |