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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 | $72,358 | $171,867-57.9% | $149,721-51.7% | $147,586-51.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 15.86% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $5,433 | $6,275-13.4% | $5,444-0.2% | $4,876+11.4% |
| Participant deferral / active EE | $11,062 | $7,270+52.2% | $6,568+68.4% | $5,439+103.4% |
| Admin fee / account holder | $96,176 | $13,799+597.0% | $11,282+752.4% | $10,886+783.5% |