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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 | $117,410 | $150,447-22.0% | $136,298-13.9% | $147,586-20.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.25% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,696-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $5,251 | $6,631-20.8% | $6,247-15.9% | $5,439-3.5% |
| Admin fee / account holder | $11,224 | $10,906+2.9% | $9,244+21.4% | $10,886+3.1% |