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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 | $124,213 | $150,447-17.4% | $136,298-8.9% | $147,586-15.8% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 10.55% | 1049.15%-1038.6pp | 5156.27%-5145.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $3,480 | $5,256-33.8% | $4,696-25.9% | $4,876-28.6% |
| Participant deferral / active EE | $8,255 | $6,631+24.5% | $6,247+32.1% | $5,439+51.8% |
| Admin fee / account holder | $435 | $10,906-96.0% | $9,244-95.3% | $10,886-96.0% |