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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 | $53,439 | $150,447-64.5% | $136,298-60.8% | $147,586-63.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.99% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $7,563 | $5,256+43.9% | $4,696+61.1% | $4,876+55.1% |
| Participant deferral / active EE | $4,592 | $6,631-30.7% | $6,247-26.5% | $5,439-15.6% |
| Admin fee / account holder | $417 | $10,906-96.2% | $9,244-95.5% | $10,886-96.2% |