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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 | $81,480 | $150,447-45.8% | $136,298-40.2% | $147,586-44.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.45% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $4,986 | $5,256-5.2% | $4,696+6.2% | $4,876+2.2% |
| Participant deferral / active EE | $7,906 | $6,631+19.2% | $6,247+26.6% | $5,439+45.4% |
| Admin fee / account holder | $1,324 | $10,906-87.9% | $9,244-85.7% | $10,886-87.8% |