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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 | $106,645 | $150,442-29.1% | $136,295-21.8% | $147,585-27.7% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 12.86% | 1049.09%-1036.2pp | 5155.97%-5143.1pp | 578.56%-565.7pp |
| Employer contribution / active EE | $2,420 | $5,256-54.0% | $4,695-48.5% | $4,876-50.4% |
| Participant deferral / active EE | $4,531 | $6,630-31.7% | $6,247-27.5% | $5,439-16.7% |
| Admin fee / account holder | $2,608 | $10,905-76.1% | $9,243-71.8% | $10,885-76.0% |