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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 | $88,014 | $150,447-41.5% | $136,298-35.4% | $147,586-40.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.76% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,736 | $5,256-28.9% | $4,696-20.4% | $4,876-23.4% |
| Participant deferral / active EE | $6,536 | $6,631-1.4% | $6,247+4.6% | $5,439+20.2% |
| Admin fee / account holder | $1,152 | $10,906-89.4% | $9,244-87.5% | $10,886-89.4% |