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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 | $61,960 | $150,447-58.8% | $136,298-54.5% | $147,586-58.0% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 24.06% | 1049.15%-1025.1pp | 5156.27%-5132.2pp | 578.59%-554.5pp |
| Employer contribution / active EE | $4,668 | $5,256-11.2% | $4,696-0.6% | $4,876-4.3% |
| Participant deferral / active EE | $10,023 | $6,631+51.2% | $6,247+60.4% | $5,439+84.3% |
| Admin fee / account holder | $16,726 | $10,906+53.4% | $9,244+80.9% | $10,886+53.6% |