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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 | $115,982 | $150,447-22.9% | $136,298-14.9% | $147,586-21.4% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 15.62% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,612 | $5,256-69.3% | $4,696-65.7% | $4,876-66.9% |
| Participant deferral / active EE | $6,570 | $6,631-0.9% | $6,247+5.2% | $5,439+20.8% |
| Admin fee / account holder | $2,910 | $10,906-73.3% | $9,244-68.5% | $10,886-73.3% |