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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 | $65,883 | $171,867-61.7% | $149,721-56.0% | $147,586-55.4% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 18.47% | 2113.36%-2094.9pp | 1501.67%-1483.2pp | 578.59%-560.1pp |
| Employer contribution / active EE | $4,860 | $6,275-22.6% | $5,444-10.7% | $4,876-0.3% |
| Participant deferral / active EE | $5,462 | $7,270-24.9% | $6,568-16.8% | $5,439+0.4% |
| Admin fee / account holder | $6,594 | $13,799-52.2% | $11,282-41.6% | $10,886-39.4% |