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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 | $81,295 | $171,867-52.7% | $149,721-45.7% | $147,586-44.9% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 17.29% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $8,848 | $6,275+41.0% | $5,444+62.5% | $4,876+81.4% |
| Participant deferral / active EE | $12,166 | $7,270+67.3% | $6,568+85.2% | $5,439+123.7% |
| Admin fee / account holder | $8,374 | $13,799-39.3% | $11,282-25.8% | $10,886-23.1% |