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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 | $66,414 | $150,442-55.9% | $136,295-51.3% | $147,585-55.0% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 11.58% | 1049.09%-1037.5pp | 5155.97%-5144.4pp | 578.56%-567.0pp |
| Employer contribution / active EE | $3,076 | $5,256-41.5% | $4,695-34.5% | $4,876-36.9% |
| Participant deferral / active EE | $7,815 | $6,630+17.9% | $6,247+25.1% | $5,439+43.7% |
| Admin fee / account holder | $1,335 | $10,905-87.8% | $9,243-85.6% | $10,885-87.7% |