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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 | $67,630 | $150,447-55.0% | $136,298-50.4% | $147,586-54.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.68% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $4,646 | $5,256-11.6% | $4,696-1.0% | $4,876-4.7% |
| Participant deferral / active EE | $2,462 | $6,631-62.9% | $6,247-60.6% | $5,439-54.7% |
| Admin fee / account holder | $1,414 | $10,906-87.0% | $9,244-84.7% | $10,886-87.0% |