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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 | $104,404 | $150,447-30.6% | $136,298-23.4% | $147,586-29.3% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 18.49% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $2,791 | $5,256-46.9% | $4,696-40.6% | $4,876-42.8% |
| Participant deferral / active EE | $8,375 | $6,631+26.3% | $6,247+34.1% | $5,439+54.0% |
| Admin fee / account holder | $14,163 | $10,906+29.9% | $9,244+53.2% | $10,886+30.1% |