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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 | $131,434 | $150,447-12.6% | $136,298-3.6% | $147,586-10.9% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 20.26% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $914 | $5,256-82.6% | $4,696-80.5% | $4,876-81.3% |
| Participant deferral / active EE | $8,443 | $6,631+27.3% | $6,247+35.1% | $5,439+55.2% |
| Admin fee / account holder | $9,002 | $10,906-17.5% | $9,244-2.6% | $10,886-17.3% |