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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 | $25,204 | $150,447-83.2% | $136,298-81.5% | $147,586-82.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.15% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $8,259 | $5,256+57.1% | $4,696+75.9% | $4,876+69.4% |
| Participant deferral / active EE | $8,730 | $6,631+31.7% | $6,247+39.7% | $5,439+60.5% |
| Admin fee / account holder | $375 | $10,906-96.6% | $9,244-95.9% | $10,886-96.6% |