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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 | $90,092 | $150,447-40.1% | $136,298-33.9% | $147,586-39.0% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 14.42% | 1049.15%-1034.7pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,131 | $5,256-59.5% | $4,696-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $4,010 | $6,631-39.5% | $6,247-35.8% | $5,439-26.3% |
| Admin fee / account holder | $491 | $10,906-95.5% | $9,244-94.7% | $10,886-95.5% |