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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 | $64,667 | $150,447-57.0% | $136,298-52.6% | $147,586-56.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 21.46% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $8,115 | $5,256+54.4% | $4,696+72.8% | $4,876+66.4% |
| Participant deferral / active EE | $8,527 | $6,631+28.6% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $22,472 | $10,906+106.1% | $9,244+143.1% | $10,886+106.4% |