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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 | $110,540 | $171,867-35.7% | $149,721-26.2% | $147,586-25.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 15.95% | 2113.36%-2097.4pp | 1501.67%-1485.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $5,717 | $6,275-8.9% | $5,444+5.0% | $4,876+17.2% |
| Participant deferral / active EE | $12,826 | $7,270+76.4% | $6,568+95.3% | $5,439+135.8% |
| Admin fee / account holder | $2,512 | $13,799-81.8% | $11,282-77.7% | $10,886-76.9% |