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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 | $115,865 | $150,446-23.0% | $136,297-15.0% | $147,585-21.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 14.80% | 1049.14%-1034.3pp | 5156.19%-5141.4pp | 578.58%-563.8pp |
| Employer contribution / active EE | $1,316 | $5,256-75.0% | $4,696-72.0% | $4,876-73.0% |
| Participant deferral / active EE | $2,125 | $6,631-67.9% | $6,247-66.0% | $5,439-60.9% |
| Admin fee / account holder | $3,164 | $10,906-71.0% | $9,244-65.8% | $10,886-70.9% |