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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 | $61,766 | $150,447-58.9% | $136,298-54.7% | $147,586-58.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 22.14% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.5pp |
| Employer contribution / active EE | $12,918 | $5,256+145.8% | $4,696+175.1% | $4,876+164.9% |
| Participant deferral / active EE | $3,618 | $6,631-45.4% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $630 | $10,906-94.2% | $9,244-93.2% | $10,886-94.2% |