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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 | $90,667 | $150,447-39.7% | $136,298-33.5% | $147,586-38.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 25.38% | 1049.15%-1023.8pp | 5156.27%-5130.9pp | 578.59%-553.2pp |
| Employer contribution / active EE | $12,500 | $5,256+137.8% | $4,696+166.2% | $4,876+156.3% |
| Participant deferral / active EE | $3,310 | $6,631-50.1% | $6,247-47.0% | $5,439-39.1% |
| Admin fee / account holder | $2,905 | $10,906-73.4% | $9,244-68.6% | $10,886-73.3% |