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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 | $67,919 | $150,447-54.9% | $136,298-50.2% | $147,586-54.0% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 22.90% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $11,413 | $5,256+117.1% | $4,696+143.0% | $4,876+134.0% |
| Participant deferral / active EE | $5,898 | $6,631-11.0% | $6,247-5.6% | $5,439+8.4% |
| Admin fee / account holder | $6,648 | $10,906-39.0% | $9,244-28.1% | $10,886-38.9% |