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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 | $67,356 | $150,447-55.2% | $136,298-50.6% | $147,586-54.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.89% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $11,039 | $5,256+110.0% | $4,696+135.1% | $4,876+126.4% |
| Participant deferral / active EE | $7,538 | $6,631+13.7% | $6,247+20.7% | $5,439+38.6% |
| Admin fee / account holder | $1,474 | $10,906-86.5% | $9,244-84.1% | $10,886-86.5% |