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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 | $91,816 | $150,447-39.0% | $136,298-32.6% | $147,586-37.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.09% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,874 | $5,256-26.3% | $4,696-17.5% | $4,876-20.6% |
| Participant deferral / active EE | $6,281 | $6,631-5.3% | $6,247+0.5% | $5,439+15.5% |
| Admin fee / account holder | $885 | $10,906-91.9% | $9,244-90.4% | $10,886-91.9% |