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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 | $59,313 | $150,447-60.6% | $136,298-56.5% | $147,586-59.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.78% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $2,638 | $5,256-49.8% | $4,696-43.8% | $4,876-45.9% |
| Participant deferral / active EE | $5,532 | $6,631-16.6% | $6,247-11.4% | $5,439+1.7% |
| Admin fee / account holder | $3,157 | $10,906-71.1% | $9,244-65.8% | $10,886-71.0% |