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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 | $100,137 | $150,446-33.4% | $136,297-26.5% | $147,585-32.1% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 28.94% | 1049.14%-1020.2pp | 5156.19%-5127.3pp | 578.58%-549.6pp |
| Employer contribution / active EE | $3,475 | $5,256-33.9% | $4,696-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $9,080 | $6,631+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $2,111 | $10,906-80.6% | $9,244-77.2% | $10,886-80.6% |