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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 | $38,159 | $150,445-74.6% | $136,297-72.0% | $147,585-74.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.94% | 1049.14%-1032.2pp | 5156.16%-5139.2pp | 578.57%-561.6pp |
| Employer contribution / active EE | $4,781 | $5,256-9.0% | $4,696+1.8% | $4,876-2.0% |
| Participant deferral / active EE | $4,291 | $6,631-35.3% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $1,148 | $10,906-89.5% | $9,244-87.6% | $10,885-89.5% |