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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 | $58,017 | $150,446-61.4% | $136,297-57.4% | $147,585-60.7% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 18.76% | 1049.14%-1030.4pp | 5156.19%-5137.4pp | 578.58%-559.8pp |
| Employer contribution / active EE | $3,274 | $5,256-37.7% | $4,696-30.3% | $4,876-32.9% |
| Participant deferral / active EE | $5,900 | $6,631-11.0% | $6,247-5.6% | $5,439+8.5% |
| Admin fee / account holder | $11,363 | $10,906+4.2% | $9,244+22.9% | $10,886+4.4% |