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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 | $45,402 | $150,447-69.8% | $136,298-66.7% | $147,586-69.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 13.71% | 1049.15%-1035.4pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $4,029 | $5,256-23.4% | $4,696-14.2% | $4,876-17.4% |
| Participant deferral / active EE | $5,716 | $6,631-13.8% | $6,247-8.5% | $5,439+5.1% |
| Admin fee / account holder | $22,130 | $10,906+102.9% | $9,244+139.4% | $10,886+103.3% |