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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 | $104,409 | $171,867-39.3% | $149,716-30.3% | $147,585-29.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.94% | 2113.36%-2097.4pp | 1501.67%-1485.7pp | 578.58%-562.6pp |
| Employer contribution / active EE | $2,526 | $6,275-59.7% | $5,444-53.6% | $4,876-48.2% |
| Participant deferral / active EE | $3,841 | $7,270-47.2% | $6,568-41.5% | $5,439-29.4% |
| Admin fee / account holder | $6,286 | $13,799-54.4% | $11,282-44.3% | $10,886-42.3% |