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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 | $105,596 | $150,447-29.8% | $136,298-22.5% | $147,586-28.5% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 18.47% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,877 | $5,256-26.2% | $4,696-17.4% | $4,876-20.5% |
| Participant deferral / active EE | $4,664 | $6,631-29.7% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $17,047 | $10,906+56.3% | $9,244+84.4% | $10,886+56.6% |