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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 | $28,628 | $150,446-81.0% | $136,297-79.0% | $147,585-80.6% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 16.72% | 1049.14%-1032.4pp | 5156.19%-5139.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $2,452 | $5,256-53.4% | $4,696-47.8% | $4,876-49.7% |
| Participant deferral / active EE | $5,186 | $6,631-21.8% | $6,247-17.0% | $5,439-4.6% |
| Admin fee / account holder | $1,507 | $10,906-86.2% | $9,244-83.7% | $10,886-86.2% |