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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 | $98,224 | $150,447-34.7% | $136,298-27.9% | $147,586-33.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 26.21% | 1049.15%-1022.9pp | 5156.27%-5130.1pp | 578.59%-552.4pp |
| Employer contribution / active EE | $1,326 | $5,256-74.8% | $4,696-71.8% | $4,876-72.8% |
| Participant deferral / active EE | $4,396 | $6,631-33.7% | $6,247-29.6% | $5,439-19.2% |
| Admin fee / account holder | $2,224 | $10,906-79.6% | $9,244-75.9% | $10,886-79.6% |