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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 | $74,003 | $150,446-50.8% | $136,297-45.7% | $147,585-49.9% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 20.66% | 1049.14%-1028.5pp | 5156.19%-5135.5pp | 578.58%-557.9pp |
| Employer contribution / active EE | $2,804 | $5,256-46.7% | $4,696-40.3% | $4,876-42.5% |
| Participant deferral / active EE | $4,306 | $6,631-35.1% | $6,247-31.1% | $5,439-20.8% |
| Admin fee / account holder | $556 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |