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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 | $104,918 | $150,442-30.3% | $136,295-23.0% | $147,585-28.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 11.70% | 1049.09%-1037.4pp | 5155.97%-5144.3pp | 578.56%-566.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,562 | $6,630-1.0% | $6,247+5.0% | $5,439+20.6% |
| Admin fee / account holder | $664 | $10,905-93.9% | $9,243-92.8% | $10,885-93.9% |