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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 | $94,491 | $150,447-37.2% | $136,298-30.7% | $147,586-36.0% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 20.51% | 1049.15%-1028.6pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $5,968 | $5,256+13.5% | $4,696+27.1% | $4,876+22.4% |
| Participant deferral / active EE | $5,152 | $6,631-22.3% | $6,247-17.5% | $5,439-5.3% |
| Admin fee / account holder | $2,225 | $10,906-79.6% | $9,244-75.9% | $10,886-79.6% |