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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 | $84,429 | $150,442-43.9% | $136,295-38.1% | $147,585-42.8% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 13.97% | 1049.09%-1035.1pp | 5155.97%-5142.0pp | 578.56%-564.6pp |
| Employer contribution / active EE | $2,666 | $5,256-49.3% | $4,695-43.2% | $4,876-45.3% |
| Participant deferral / active EE | $4,950 | $6,630-25.4% | $6,247-20.8% | $5,439-9.0% |
| Admin fee / account holder | $10,561 | $10,905-3.2% | $9,243+14.3% | $10,885-3.0% |