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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 | $29,780 | $150,447-80.2% | $136,298-78.2% | $147,586-79.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 22.24% | 1049.15%-1026.9pp | 5156.27%-5134.0pp | 578.59%-556.4pp |
| Employer contribution / active EE | $4,337 | $5,256-17.5% | $4,696-7.6% | $4,876-11.1% |
| Participant deferral / active EE | $7,079 | $6,631+6.8% | $6,247+13.3% | $5,439+30.2% |
| Admin fee / account holder | $2,711 | $10,906-75.1% | $9,244-70.7% | $10,886-75.1% |