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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 | $63,665 | $150,447-57.7% | $136,298-53.3% | $147,586-56.9% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 12.03% | 1049.15%-1037.1pp | 5156.27%-5144.2pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,929 | $5,256-44.3% | $4,696-37.6% | $4,876-39.9% |
| Participant deferral / active EE | $6,956 | $6,631+4.9% | $6,247+11.3% | $5,439+27.9% |
| Admin fee / account holder | $16,648 | $10,906+52.7% | $9,244+80.1% | $10,886+52.9% |