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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 | $62,716 | $150,447-58.3% | $136,298-54.0% | $147,586-57.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.18% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $5,153 | $5,256-2.0% | $4,696+9.7% | $4,876+5.7% |
| Participant deferral / active EE | $7,926 | $6,631+19.5% | $6,247+26.9% | $5,439+45.7% |
| Admin fee / account holder | $479 | $10,906-95.6% | $9,244-94.8% | $10,886-95.6% |