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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 | $58,791 | $150,447-60.9% | $136,298-56.9% | $147,586-60.2% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 19.32% | 1049.15%-1029.8pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,775 | $5,256-66.2% | $4,696-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $3,901 | $6,631-41.2% | $6,247-37.5% | $5,439-28.3% |
| Admin fee / account holder | $853 | $10,906-92.2% | $9,244-90.8% | $10,886-92.2% |