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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 | $54,358 | $150,447-63.9% | $136,298-60.1% | $147,586-63.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.56% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $8,738 | $5,256+66.2% | $4,696+86.1% | $4,876+79.2% |
| Participant deferral / active EE | $6,493 | $6,631-2.1% | $6,247+3.9% | $5,439+19.4% |
| Admin fee / account holder | $37,056 | $10,906+239.8% | $9,244+300.9% | $10,886+240.4% |