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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 | $121,194 | $150,447-19.4% | $136,298-11.1% | $147,586-17.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.69% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,489 | $5,256-71.7% | $4,696-68.3% | $4,876-69.5% |
| Participant deferral / active EE | $2,411 | $6,631-63.6% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $28,922 | $10,906+165.2% | $9,244+212.9% | $10,886+165.7% |