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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 | $96,938 | $150,447-35.6% | $136,298-28.9% | $147,586-34.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.44% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $7,463 | $5,256+42.0% | $4,696+58.9% | $4,876+53.0% |
| Participant deferral / active EE | $4,289 | $6,631-35.3% | $6,247-31.4% | $5,439-21.1% |
| Admin fee / account holder | $3,470 | $10,906-68.2% | $9,244-62.5% | $10,886-68.1% |