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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 | $51,772 | $150,447-65.6% | $136,298-62.0% | $147,586-64.9% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 17.33% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,720 | $5,256-67.3% | $4,696-63.4% | $4,876-64.7% |
| Participant deferral / active EE | $6,048 | $6,631-8.8% | $6,247-3.2% | $5,439+11.2% |
| Admin fee / account holder | $1,491 | $10,906-86.3% | $9,244-83.9% | $10,886-86.3% |