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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 | $63,322 | $150,447-57.9% | $136,298-53.5% | $147,586-57.1% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 12.36% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,654 | $5,256-68.5% | $4,696-64.8% | $4,876-66.1% |
| Participant deferral / active EE | $6,017 | $6,631-9.3% | $6,247-3.7% | $5,439+10.6% |
| Admin fee / account holder | $5,280 | $10,906-51.6% | $9,244-42.9% | $10,886-51.5% |