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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 | $124,417 | $150,447-17.3% | $136,298-8.7% | $147,586-15.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 13.76% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,531 | $5,256-51.8% | $4,696-46.1% | $4,876-48.1% |
| Participant deferral / active EE | $3,580 | $6,631-46.0% | $6,247-42.7% | $5,439-34.2% |
| Admin fee / account holder | $10,712 | $10,906-1.8% | $9,244+15.9% | $10,886-1.6% |