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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 | $47,519 | $150,446-68.4% | $136,297-65.1% | $147,585-67.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.42% | 1049.14%-1032.7pp | 5156.19%-5139.8pp | 578.58%-562.2pp |
| Employer contribution / active EE | $4,120 | $5,256-21.6% | $4,696-12.3% | $4,876-15.5% |
| Participant deferral / active EE | $7,381 | $6,631+11.3% | $6,247+18.2% | $5,439+35.7% |
| Admin fee / account holder | $2,740 | $10,906-74.9% | $9,244-70.4% | $10,886-74.8% |