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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 | $88,659 | $150,446-41.1% | $136,297-35.0% | $147,585-39.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.07% | 1049.14%-1032.1pp | 5156.19%-5139.1pp | 578.58%-561.5pp |
| Employer contribution / active EE | $3,450 | $5,256-34.4% | $4,696-26.5% | $4,876-29.3% |
| Participant deferral / active EE | $6,952 | $6,631+4.8% | $6,247+11.3% | $5,439+27.8% |
| Admin fee / account holder | $29,731 | $10,906+172.6% | $9,244+221.6% | $10,886+173.1% |