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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 | $42,578 | $150,446-71.7% | $136,297-68.8% | $147,585-71.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.13% | 1049.14%-1028.0pp | 5156.19%-5135.1pp | 578.58%-557.5pp |
| Employer contribution / active EE | $2,126 | $5,256-59.6% | $4,696-54.7% | $4,876-56.4% |
| Participant deferral / active EE | $7,425 | $6,631+12.0% | $6,247+18.9% | $5,439+36.5% |
| Admin fee / account holder | $312 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |