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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 | $42,270 | $150,447-71.9% | $136,298-69.0% | $147,586-71.4% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 17.01% | 1049.15%-1032.1pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,226 | $5,256-38.6% | $4,696-31.3% | $4,876-33.8% |
| Participant deferral / active EE | $5,969 | $6,631-10.0% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $559 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |