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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 | $32,571 | $150,447-78.4% | $136,298-76.1% | $147,586-77.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.68% | 1049.15%-1025.5pp | 5156.27%-5132.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $4,506 | $5,256-14.3% | $4,696-4.0% | $4,876-7.6% |
| Participant deferral / active EE | $6,097 | $6,631-8.1% | $6,247-2.4% | $5,439+12.1% |
| Admin fee / account holder | $2,784 | $10,906-74.5% | $9,244-69.9% | $10,886-74.4% |