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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 | $59,992 | $150,446-60.1% | $136,297-56.0% | $147,585-59.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.01% | 1049.14%-1035.1pp | 5156.19%-5142.2pp | 578.58%-564.6pp |
| Employer contribution / active EE | $1,472 | $5,256-72.0% | $4,696-68.7% | $4,876-69.8% |
| Participant deferral / active EE | $2,411 | $6,631-63.6% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $7,315 | $10,906-32.9% | $9,244-20.9% | $10,886-32.8% |