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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 | $234,757 | $150,445+56.0% | $136,297+72.2% | $147,585+59.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 35.29% | 1049.14%-1013.8pp | 5156.16%-5120.9pp | 578.57%-543.3pp |
| Employer contribution / active EE | $2,866 | $5,256-45.5% | $4,696-39.0% | $4,876-41.2% |
| Participant deferral / active EE | $10,916 | $6,631+64.6% | $6,247+74.7% | $5,439+100.7% |
| Admin fee / account holder | $1,592 | $10,906-85.4% | $9,244-82.8% | $10,885-85.4% |