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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 | $84,384 | $150,447-43.9% | $136,298-38.1% | $147,586-42.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.23% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.4pp |
| Employer contribution / active EE | $4,200 | $5,256-20.1% | $4,696-10.5% | $4,876-13.9% |
| Participant deferral / active EE | $8,570 | $6,631+29.3% | $6,247+37.2% | $5,439+57.6% |
| Admin fee / account holder | $1,176 | $10,906-89.2% | $9,244-87.3% | $10,886-89.2% |