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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 | $84,623 | $150,447-43.8% | $136,298-37.9% | $147,586-42.7% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 20.12% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,007 | $5,256-80.8% | $4,696-78.6% | $4,876-79.3% |
| Participant deferral / active EE | $7,279 | $6,631+9.8% | $6,247+16.5% | $5,439+33.8% |
| Admin fee / account holder | $26,965 | $10,906+147.2% | $9,244+191.7% | $10,886+147.7% |