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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 | $94,352 | $150,442-37.3% | $136,295-30.8% | $147,585-36.1% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 17.30% | 1049.09%-1031.8pp | 5155.97%-5138.7pp | 578.56%-561.3pp |
| Employer contribution / active EE | $4,736 | $5,256-9.9% | $4,695+0.9% | $4,876-2.9% |
| Participant deferral / active EE | $12,344 | $6,630+86.2% | $6,247+97.6% | $5,439+127.0% |
| Admin fee / account holder | $3,193 | $10,905-70.7% | $9,243-65.5% | $10,885-70.7% |