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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 | $27,221 | $150,446-81.9% | $136,297-80.0% | $147,585-81.6% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 21.20% | 1049.14%-1027.9pp | 5156.19%-5135.0pp | 578.58%-557.4pp |
| Employer contribution / active EE | $2,617 | $5,256-50.2% | $4,696-44.3% | $4,876-46.3% |
| Participant deferral / active EE | $4,728 | $6,631-28.7% | $6,247-24.3% | $5,439-13.1% |
| Admin fee / account holder | $19,048 | $10,906+74.7% | $9,244+106.1% | $10,886+75.0% |