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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 | $75,376 | $171,867-56.1% | $149,721-49.7% | $147,586-48.9% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 17.32% | 2113.36%-2096.0pp | 1501.67%-1484.3pp | 578.59%-561.3pp |
| Employer contribution / active EE | $7,765 | $6,275+23.8% | $5,444+42.6% | $4,876+59.2% |
| Participant deferral / active EE | $6,790 | $7,270-6.6% | $6,568+3.4% | $5,439+24.8% |
| Admin fee / account holder | $22,648 | $13,799+64.1% | $11,282+100.7% | $10,886+108.1% |