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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 | $30,873 | $150,446-79.5% | $136,297-77.3% | $147,585-79.1% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 21.31% | 1049.14%-1027.8pp | 5156.19%-5134.9pp | 578.58%-557.3pp |
| Employer contribution / active EE | $3,431 | $5,256-34.7% | $4,696-26.9% | $4,876-29.6% |
| Participant deferral / active EE | $6,418 | $6,631-3.2% | $6,247+2.7% | $5,439+18.0% |
| Admin fee / account holder | $949 | $10,906-91.3% | $9,244-89.7% | $10,886-91.3% |