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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 | $24,224 | $150,447-83.9% | $136,298-82.2% | $147,586-83.6% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 22.88% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $3,340 | $5,256-36.5% | $4,696-28.9% | $4,876-31.5% |
| Participant deferral / active EE | $4,421 | $6,631-33.3% | $6,247-29.2% | $5,439-18.7% |
| Admin fee / account holder | $3,317 | $10,906-69.6% | $9,244-64.1% | $10,886-69.5% |