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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 | $24,844 | $150,446-83.5% | $136,297-81.8% | $147,585-83.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 11.92% | 1049.14%-1037.2pp | 5156.19%-5144.3pp | 578.58%-566.7pp |
| Employer contribution / active EE | $1,558 | $5,256-70.4% | $4,696-66.8% | $4,876-68.1% |
| Participant deferral / active EE | $4,122 | $6,631-37.8% | $6,247-34.0% | $5,439-24.2% |
| Admin fee / account holder | $518 | $10,906-95.3% | $9,244-94.4% | $10,886-95.2% |