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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 | $72,426-12.0% | $67,560-5.7% | $145,897-56.3% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 11.90% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $8,351 | $3,074+171.6% | $2,737+205.2% | $4,663+79.1% |
| Participant deferral / active EE | $7,803 | $4,785+63.1% | $4,004+94.9% | $6,689+16.7% |
| Admin fee / account holder | $26,902 | $5,514+387.9% | $3,994+573.6% | $13,390+100.9% |