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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 | $85,245 | $150,447-43.3% | $136,298-37.5% | $147,586-42.2% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 16.55% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $4,343 | $5,256-17.4% | $4,696-7.5% | $4,876-10.9% |
| Participant deferral / active EE | $10,664 | $6,631+60.8% | $6,247+70.7% | $5,439+96.1% |
| Admin fee / account holder | $3,669 | $10,906-66.4% | $9,244-60.3% | $10,886-66.3% |