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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 | $91,285 | $150,447-39.3% | $136,298-33.0% | $147,586-38.1% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 17.51% | 1049.15%-1031.6pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,458 | $5,256-53.2% | $4,696-47.7% | $4,876-49.6% |
| Participant deferral / active EE | $4,081 | $6,631-38.5% | $6,247-34.7% | $5,439-25.0% |
| Admin fee / account holder | $14,250 | $10,906+30.7% | $9,244+54.2% | $10,886+30.9% |