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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 | $63,729 | $72,446-12.0% | $67,561-5.7% | $145,877-56.3% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 11.90% | 7211.98%-7200.1pp | 3525.44%-3513.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $8,351 | $3,072+171.8% | $2,735+205.4% | $4,663+79.1% |
| Participant deferral / active EE | $7,803 | $4,785+63.1% | $4,003+94.9% | $6,691+16.6% |
| Admin fee / account holder | $26,902 | $5,541+385.5% | $4,006+571.6% | $13,402+100.7% |