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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 | $44,336 | $150,447-70.5% | $136,298-67.5% | $147,586-70.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.73% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $9,286 | $5,256+76.7% | $4,696+97.8% | $4,876+90.4% |
| Participant deferral / active EE | $9,633 | $6,631+45.3% | $6,247+54.2% | $5,439+77.1% |
| Admin fee / account holder | $759 | $10,906-93.0% | $9,244-91.8% | $10,886-93.0% |