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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 | $103,870 | $150,447-31.0% | $136,298-23.8% | $147,586-29.6% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 12.68% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,974 | $5,256-5.4% | $4,696+5.9% | $4,876+2.0% |
| Participant deferral / active EE | $5,885 | $6,631-11.2% | $6,247-5.8% | $5,439+8.2% |
| Admin fee / account holder | $2,148 | $10,906-80.3% | $9,244-76.8% | $10,886-80.3% |