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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 | $68,014 | $176,688-61.5% | $130,660-47.9% | $152,909-55.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 24.67% | 2693.08%-2668.4pp | 1709.29%-1684.6pp | 345.46%-320.8pp |
| Employer contribution / active EE | $4,206 | $5,743-26.8% | $4,092+2.8% | $4,764-11.7% |
| Participant deferral / active EE | $10,904 | $4,362+150.0% | $3,603+202.6% | $5,851+86.3% |
| Admin fee / account holder | $6,132 | $7,131-14.0% | $5,463+12.2% | $11,601-47.1% |