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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 | $96,501 | $150,446-35.9% | $136,297-29.2% | $147,585-34.6% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 18.91% | 1049.14%-1030.2pp | 5156.19%-5137.3pp | 578.58%-559.7pp |
| Employer contribution / active EE | $3,023 | $5,256-42.5% | $4,696-35.6% | $4,876-38.0% |
| Participant deferral / active EE | $4,986 | $6,631-24.8% | $6,247-20.2% | $5,439-8.3% |
| Admin fee / account holder | $558 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |