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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 | $107,143 | $150,447-28.8% | $136,298-21.4% | $147,586-27.4% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.08% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,255 | $5,256-57.1% | $4,696-52.0% | $4,876-53.8% |
| Participant deferral / active EE | $5,803 | $6,631-12.5% | $6,247-7.1% | $5,439+6.7% |
| Admin fee / account holder | $7,590 | $10,906-30.4% | $9,244-17.9% | $10,886-30.3% |