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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 | $67,553 | $150,446-55.1% | $136,297-50.4% | $147,585-54.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 10.85% | 1049.14%-1038.3pp | 5156.19%-5145.3pp | 578.58%-567.7pp |
| Employer contribution / active EE | $1,823 | $5,256-65.3% | $4,696-61.2% | $4,876-62.6% |
| Participant deferral / active EE | $7,940 | $6,631+19.7% | $6,247+27.1% | $5,439+46.0% |
| Admin fee / account holder | $27,074 | $10,906+148.2% | $9,244+192.9% | $10,886+148.7% |