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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 | $75,043 | $150,445-50.1% | $136,297-44.9% | $147,585-49.2% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 17.05% | 1049.14%-1032.1pp | 5156.16%-5139.1pp | 578.57%-561.5pp |
| Employer contribution / active EE | $5,861 | $5,256+11.5% | $4,696+24.8% | $4,876+20.2% |
| Participant deferral / active EE | $5,015 | $6,631-24.4% | $6,247-19.7% | $5,439-7.8% |
| Admin fee / account holder | $1,844 | $10,906-83.1% | $9,244-80.1% | $10,885-83.1% |