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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 | $55,178 | $150,447-63.3% | $136,298-59.5% | $147,586-62.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 18.80% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,495 | $5,256-52.5% | $4,696-46.9% | $4,876-48.8% |
| Participant deferral / active EE | $7,056 | $6,631+6.4% | $6,247+12.9% | $5,439+29.7% |
| Admin fee / account holder | $6,463 | $10,906-40.7% | $9,244-30.1% | $10,886-40.6% |