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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 | $122,111 | $150,446-18.8% | $136,297-10.4% | $147,585-17.3% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 13.54% | 1049.14%-1035.6pp | 5156.19%-5142.7pp | 578.58%-565.0pp |
| Employer contribution / active EE | $2,707 | $5,256-48.5% | $4,696-42.4% | $4,876-44.5% |
| Participant deferral / active EE | $8,650 | $6,631+30.5% | $6,247+38.5% | $5,439+59.0% |
| Admin fee / account holder | $10,907 | $10,9060% | $9,244+18.0% | $10,886+0.2% |