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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 | $55,928 | $150,447-62.8% | $136,298-59.0% | $147,586-62.1% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 13.46% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,446 | $5,256-72.5% | $4,696-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $5,237 | $6,631-21.0% | $6,247-16.2% | $5,439-3.7% |
| Admin fee / account holder | $21,338 | $10,906+95.6% | $9,244+130.8% | $10,886+96.0% |