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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 | $143,308 | $150,445-4.7% | $136,297+5.1% | $147,585-2.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11.27% | 1049.14%-1037.9pp | 5156.16%-5144.9pp | 578.57%-567.3pp |
| Employer contribution / active EE | $14,822 | $5,256+182.0% | $4,696+215.7% | $4,876+204.0% |
| Participant deferral / active EE | $13,413 | $6,631+102.3% | $6,247+114.7% | $5,439+146.6% |
| Admin fee / account holder | $30,524 | $10,906+179.9% | $9,244+230.2% | $10,885+180.4% |