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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 | $49,145 | $150,446-67.3% | $136,297-63.9% | $147,585-66.7% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 17.83% | 1049.14%-1031.3pp | 5156.19%-5138.4pp | 578.58%-560.8pp |
| Employer contribution / active EE | $4,793 | $5,256-8.8% | $4,696+2.1% | $4,876-1.7% |
| Participant deferral / active EE | $3,040 | $6,631-54.2% | $6,247-51.3% | $5,439-44.1% |
| Admin fee / account holder | $996 | $10,906-90.9% | $9,244-89.2% | $10,886-90.9% |