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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 | $134,143 | $150,447-10.8% | $136,298-1.6% | $147,586-9.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.52% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,268 | $5,256-56.9% | $4,696-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $3,375 | $6,631-49.1% | $6,247-46.0% | $5,439-37.9% |
| Admin fee / account holder | $26,687 | $10,906+144.7% | $9,244+188.7% | $10,886+145.2% |