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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 | $94,096 | $150,447-37.5% | $136,298-31.0% | $147,586-36.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 11.72% | 1049.15%-1037.4pp | 5156.27%-5144.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $4,169 | $5,256-20.7% | $4,696-11.2% | $4,876-14.5% |
| Participant deferral / active EE | $8,578 | $6,631+29.4% | $6,247+37.3% | $5,439+57.7% |
| Admin fee / account holder | $19,555 | $10,906+79.3% | $9,244+111.5% | $10,886+79.6% |