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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 | $199,554 | $150,447+32.6% | $136,298+46.4% | $147,586+35.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.01% | 1049.15%-1035.1pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $3,653 | $5,256-30.5% | $4,696-22.2% | $4,876-25.1% |
| Participant deferral / active EE | $5,413 | $6,631-18.4% | $6,247-13.4% | $5,439-0.5% |
| Admin fee / account holder | $6,566 | $10,906-39.8% | $9,244-29.0% | $10,886-39.7% |