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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 | $126,788 | $150,447-15.7% | $136,298-7.0% | $147,586-14.1% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 20.21% | 1049.15%-1028.9pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $3,562 | $5,256-32.2% | $4,696-24.1% | $4,876-26.9% |
| Participant deferral / active EE | $7,001 | $6,631+5.6% | $6,247+12.1% | $5,439+28.7% |
| Admin fee / account holder | $2,649 | $10,906-75.7% | $9,244-71.3% | $10,886-75.7% |