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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 | $74,732 | $171,867-56.5% | $149,721-50.1% | $147,586-49.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 21.01% | 2113.36%-2092.4pp | 1501.67%-1480.7pp | 578.59%-557.6pp |
| Employer contribution / active EE | $3,072 | $6,275-51.0% | $5,444-43.6% | $4,876-37.0% |
| Participant deferral / active EE | $8,596 | $7,270+18.2% | $6,568+30.9% | $5,439+58.1% |
| Admin fee / account holder | $3,456 | $13,799-75.0% | $11,282-69.4% | $10,886-68.3% |