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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 | $62,184 | $150,447-58.7% | $136,298-54.4% | $147,586-57.9% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 18.46% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $5,867 | $5,256+11.6% | $4,696+24.9% | $4,876+20.3% |
| Participant deferral / active EE | $9,341 | $6,631+40.9% | $6,247+49.5% | $5,439+71.7% |
| Admin fee / account holder | $1,755 | $10,906-83.9% | $9,244-81.0% | $10,886-83.9% |