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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 | $103,461 | $150,447-31.2% | $136,298-24.1% | $147,586-29.9% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 14.46% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,421 | $5,256-34.9% | $4,696-27.1% | $4,876-29.8% |
| Participant deferral / active EE | $7,809 | $6,631+17.8% | $6,247+25.0% | $5,439+43.6% |
| Admin fee / account holder | $1,255 | $10,906-88.5% | $9,244-86.4% | $10,886-88.5% |