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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 | $110,606 | $150,447-26.5% | $136,298-18.8% | $147,586-25.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.31% | 1049.15%-1027.8pp | 5156.27%-5135.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $9,496 | $5,256+80.7% | $4,696+102.2% | $4,876+94.7% |
| Participant deferral / active EE | $6,050 | $6,631-8.8% | $6,247-3.2% | $5,439+11.2% |
| Admin fee / account holder | $1,273 | $10,906-88.3% | $9,244-86.2% | $10,886-88.3% |