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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 | $45,107 | $150,447-70.0% | $136,298-66.9% | $147,586-69.4% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 11.40% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $4,012 | $5,256-23.7% | $4,696-14.5% | $4,876-17.7% |
| Participant deferral / active EE | $3,317 | $6,631-50.0% | $6,247-46.9% | $5,439-39.0% |
| Admin fee / account holder | $1,924 | $10,906-82.4% | $9,244-79.2% | $10,886-82.3% |