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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 | $79,134 | $150,447-47.4% | $136,298-41.9% | $147,586-46.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.33% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,926 | $5,256-63.4% | $4,696-59.0% | $4,876-60.5% |
| Participant deferral / active EE | $3,298 | $6,631-50.3% | $6,247-47.2% | $5,439-39.4% |
| Admin fee / account holder | $683 | $10,906-93.7% | $9,244-92.6% | $10,886-93.7% |