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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 | $46,354 | $150,447-69.2% | $136,298-66.0% | $147,586-68.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.80% | 1049.15%-1027.4pp | 5156.27%-5134.5pp | 578.59%-556.8pp |
| Employer contribution / active EE | $2,568 | $5,256-51.2% | $4,696-45.3% | $4,876-47.3% |
| Participant deferral / active EE | $7,640 | $6,631+15.2% | $6,247+22.3% | $5,439+40.5% |
| Admin fee / account holder | $420 | $10,906-96.1% | $9,244-95.5% | $10,886-96.1% |