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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 | $108,570 | $150,447-27.8% | $136,298-20.3% | $147,586-26.4% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 18.94% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,506 | $5,256-71.3% | $4,696-67.9% | $4,876-69.1% |
| Participant deferral / active EE | $4,326 | $6,631-34.8% | $6,247-30.8% | $5,439-20.5% |
| Admin fee / account holder | $389 | $10,906-96.4% | $9,244-95.8% | $10,886-96.4% |