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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 | $109,180 | $150,447-27.4% | $136,298-19.9% | $147,586-26.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 18.12% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $11,495 | $5,256+118.7% | $4,696+144.8% | $4,876+135.7% |
| Participant deferral / active EE | $9,941 | $6,631+49.9% | $6,247+59.1% | $5,439+82.8% |
| Admin fee / account holder | $684 | $10,906-93.7% | $9,244-92.6% | $10,886-93.7% |