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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 | $113,909 | $171,867-33.7% | $149,721-23.9% | $147,586-22.8% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.2pp | 82.8%-1.0pp |
| Annual return | 18.97% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $8,438 | $6,275+34.5% | $5,444+55.0% | $4,876+73.0% |
| Participant deferral / active EE | $14,071 | $7,270+93.5% | $6,568+114.2% | $5,439+158.7% |
| Admin fee / account holder | $12,799 | $13,799-7.2% | $11,282+13.4% | $10,886+17.6% |