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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 | $65,329 | $150,447-56.6% | $136,298-52.1% | $147,586-55.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 11.99% | 1049.15%-1037.2pp | 5156.27%-5144.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,573 | $5,256-51.0% | $4,696-45.2% | $4,876-47.2% |
| Participant deferral / active EE | $5,581 | $6,631-15.8% | $6,247-10.7% | $5,439+2.6% |
| Admin fee / account holder | $798 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |