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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 | $93,718 | $150,446-37.7% | $136,297-31.2% | $147,585-36.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.12% | 1049.14%-1036.0pp | 5156.19%-5143.1pp | 578.58%-565.5pp |
| Employer contribution / active EE | $1,611 | $5,256-69.3% | $4,696-65.7% | $4,876-67.0% |
| Participant deferral / active EE | $7,189 | $6,631+8.4% | $6,247+15.1% | $5,439+32.2% |
| Admin fee / account holder | $78,621 | $10,906+620.9% | $9,244+750.5% | $10,886+622.2% |