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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 | $76,259 | $150,447-49.3% | $136,298-44.0% | $147,586-48.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.45% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,638 | $5,256-30.8% | $4,696-22.5% | $4,876-25.4% |
| Participant deferral / active EE | $7,389 | $6,631+11.4% | $6,247+18.3% | $5,439+35.9% |
| Admin fee / account holder | $2,432 | $10,906-77.7% | $9,244-73.7% | $10,886-77.7% |