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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 | $164,155 | $96,123+70.8% | $77,361+112.2% | $198,609-17.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 75.0%0pp | 82.4%-7.4pp |
| Annual return | 9.91% | 2054.81%-2044.9pp | 1011.54%-1001.6pp | 202.70%-192.8pp |
| Employer contribution / active EE | $3,591 | $3,791-5.3% | $2,990+20.1% | $5,055-29.0% |
| Participant deferral / active EE | $7,264 | $4,975+46.0% | $3,911+85.7% | $6,977+4.1% |
| Admin fee / account holder | $20,908 | $9,471+120.8% | $5,894+254.8% | $19,030+9.9% |