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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 | $101,451 | $150,447-32.6% | $136,298-25.6% | $147,586-31.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.71% | 1049.15%-1031.4pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,146 | $5,256-59.2% | $4,696-54.3% | $4,876-56.0% |
| Participant deferral / active EE | $4,336 | $6,631-34.6% | $6,247-30.6% | $5,439-20.3% |
| Admin fee / account holder | $19,202 | $10,906+76.1% | $9,244+107.7% | $10,886+76.4% |