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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 | $104,944 | $150,447-30.2% | $136,298-23.0% | $147,586-28.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 13.31% | 1049.15%-1035.8pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $5,854 | $5,256+11.4% | $4,696+24.7% | $4,876+20.0% |
| Participant deferral / active EE | $9,881 | $6,631+49.0% | $6,247+58.2% | $5,439+81.7% |
| Admin fee / account holder | $2,293 | $10,906-79.0% | $9,244-75.2% | $10,886-78.9% |