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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 | $97,414 | $171,867-43.3% | $149,721-34.9% | $147,586-34.0% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 11.55% | 2113.36%-2101.8pp | 1501.67%-1490.1pp | 578.59%-567.0pp |
| Employer contribution / active EE | $2,889 | $6,275-54.0% | $5,444-46.9% | $4,876-40.8% |
| Participant deferral / active EE | $6,332 | $7,270-12.9% | $6,568-3.6% | $5,439+16.4% |
| Admin fee / account holder | $32,877 | $13,799+138.2% | $11,282+191.4% | $10,886+202.0% |