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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 | $111,836 | $150,447-25.7% | $136,298-17.9% | $147,586-24.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.60% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,998 | $5,256-62.0% | $4,696-57.5% | $4,876-59.0% |
| Participant deferral / active EE | $3,052 | $6,631-54.0% | $6,247-51.1% | $5,439-43.9% |
| Admin fee / account holder | $1,971 | $10,906-81.9% | $9,244-78.7% | $10,886-81.9% |