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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 | $53,933 | $171,867-68.6% | $149,716-64.0% | $147,585-63.5% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 11.29% | 2113.36%-2102.1pp | 1501.67%-1490.4pp | 578.58%-567.3pp |
| Employer contribution / active EE | $7,054 | $6,275+12.4% | $5,444+29.6% | $4,876+44.7% |
| Participant deferral / active EE | $5,631 | $7,270-22.6% | $6,568-14.3% | $5,439+3.5% |
| Admin fee / account holder | $104,422 | $13,799+656.7% | $11,282+825.5% | $10,886+859.3% |