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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 | $89,408 | $150,447-40.6% | $136,298-34.4% | $147,586-39.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.25% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,396 | $5,256-54.4% | $4,696-49.0% | $4,876-50.9% |
| Participant deferral / active EE | $7,491 | $6,631+13.0% | $6,247+19.9% | $5,439+37.7% |
| Admin fee / account holder | $7,780 | $10,906-28.7% | $9,244-15.8% | $10,886-28.5% |