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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 | $26,628 | $150,445-82.3% | $136,297-80.5% | $147,585-82.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 28.36% | 1049.14%-1020.8pp | 5156.16%-5127.8pp | 578.57%-550.2pp |
| Employer contribution / active EE | $4,019 | $5,256-23.5% | $4,696-14.4% | $4,876-17.6% |
| Participant deferral / active EE | $2,253 | $6,631-66.0% | $6,247-63.9% | $5,439-58.6% |
| Admin fee / account holder | $3,222 | $10,906-70.5% | $9,244-65.1% | $10,885-70.4% |