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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 | $84,789 | $150,445-43.6% | $136,297-37.8% | $147,585-42.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.29% | 1049.14%-1032.8pp | 5156.16%-5139.9pp | 578.57%-562.3pp |
| Employer contribution / active EE | $2,166 | $5,256-58.8% | $4,696-53.9% | $4,876-55.6% |
| Participant deferral / active EE | $7,260 | $6,631+9.5% | $6,247+16.2% | $5,439+33.5% |
| Admin fee / account holder | $16,171 | $10,906+48.3% | $9,244+74.9% | $10,885+48.6% |