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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 | $41,567 | $150,447-72.4% | $136,298-69.5% | $147,586-71.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.27% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $6,259 | $5,256+19.1% | $4,696+33.3% | $4,876+28.3% |
| Participant deferral / active EE | $6,256 | $6,631-5.6% | $6,247+0.1% | $5,439+15.0% |
| Admin fee / account holder | $1,069 | $10,906-90.2% | $9,244-88.4% | $10,886-90.2% |