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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 | $39,506 | $150,447-73.7% | $136,298-71.0% | $147,586-73.2% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 16.26% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,708 | $5,256-10.4% | $4,696+0.3% | $4,876-3.5% |
| Participant deferral / active EE | $7,546 | $6,631+13.8% | $6,247+20.8% | $5,439+38.7% |
| Admin fee / account holder | $687 | $10,906-93.7% | $9,244-92.6% | $10,886-93.7% |