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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 | $85,404 | $150,447-43.2% | $136,298-37.3% | $147,586-42.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 11.56% | 1049.15%-1037.6pp | 5156.27%-5144.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $7,663 | $5,256+45.8% | $4,696+63.2% | $4,876+57.2% |
| Participant deferral / active EE | $5,016 | $6,631-24.4% | $6,247-19.7% | $5,439-7.8% |
| Admin fee / account holder | $20,670 | $10,906+89.5% | $9,244+123.6% | $10,886+89.9% |