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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 | $61,614 | $150,447-59.0% | $136,298-54.8% | $147,586-58.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 13.32% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.3pp |
| Employer contribution / active EE | $8,793 | $5,256+67.3% | $4,696+87.3% | $4,876+80.3% |
| Participant deferral / active EE | $9,008 | $6,631+35.9% | $6,247+44.2% | $5,439+65.6% |
| Admin fee / account holder | $12,194 | $10,906+11.8% | $9,244+31.9% | $10,886+12.0% |