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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 | $30,787 | $150,447-79.5% | $136,298-77.4% | $147,586-79.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.87% | 1049.15%-1025.3pp | 5156.27%-5132.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $1,595 | $5,256-69.7% | $4,696-66.0% | $4,876-67.3% |
| Participant deferral / active EE | $4,381 | $6,631-33.9% | $6,247-29.9% | $5,439-19.4% |
| Admin fee / account holder | $336 | $10,906-96.9% | $9,244-96.4% | $10,886-96.9% |