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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 | $36,835 | $150,447-75.5% | $136,298-73.0% | $147,586-75.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 12.90% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $5,325 | $5,256+1.3% | $4,696+13.4% | $4,876+9.2% |
| Participant deferral / active EE | $8,831 | $6,631+33.2% | $6,247+41.4% | $5,439+62.4% |
| Admin fee / account holder | $9,601 | $10,906-12.0% | $9,244+3.9% | $10,886-11.8% |