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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 | $77,433 | $150,445-48.5% | $136,297-43.2% | $147,585-47.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.62% | 1049.14%-1033.5pp | 5156.16%-5140.5pp | 578.57%-563.0pp |
| Employer contribution / active EE | $3,145 | $5,256-40.2% | $4,696-33.0% | $4,876-35.5% |
| Participant deferral / active EE | $8,225 | $6,631+24.1% | $6,247+31.7% | $5,439+51.2% |
| Admin fee / account holder | $4,906 | $10,906-55.0% | $9,244-46.9% | $10,885-54.9% |