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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 | $55,644 | $150,445-63.0% | $136,297-59.2% | $147,585-62.3% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 19.60% | 1049.14%-1029.5pp | 5156.16%-5136.6pp | 578.57%-559.0pp |
| Employer contribution / active EE | $2,728 | $5,256-48.1% | $4,696-41.9% | $4,876-44.1% |
| Participant deferral / active EE | $8,304 | $6,631+25.2% | $6,247+32.9% | $5,439+52.7% |
| Admin fee / account holder | $4,118 | $10,906-62.2% | $9,244-55.4% | $10,885-62.2% |