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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 | $45,866 | $150,442-69.5% | $136,295-66.3% | $147,585-68.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.89% | 1049.09%-1035.2pp | 5155.97%-5142.1pp | 578.56%-564.7pp |
| Employer contribution / active EE | $1,270 | $5,256-75.8% | $4,695-72.9% | $4,876-74.0% |
| Participant deferral / active EE | $4,551 | $6,630-31.4% | $6,247-27.2% | $5,439-16.3% |
| Admin fee / account holder | $5,659 | $10,905-48.1% | $9,243-38.8% | $10,885-48.0% |