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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 | $53,657 | $150,445-64.3% | $136,297-60.6% | $147,585-63.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.37% | 1049.14%-1032.8pp | 5156.16%-5139.8pp | 578.57%-562.2pp |
| Employer contribution / active EE | $11,788 | $5,256+124.3% | $4,696+151.0% | $4,876+141.7% |
| Participant deferral / active EE | $7,407 | $6,631+11.7% | $6,247+18.6% | $5,439+36.2% |
| Admin fee / account holder | $635 | $10,906-94.2% | $9,244-93.1% | $10,885-94.2% |