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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 | $96,472 | $150,447-35.9% | $136,298-29.2% | $147,586-34.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 34.20% | 1049.15%-1015.0pp | 5156.27%-5122.1pp | 578.59%-544.4pp |
| Employer contribution / active EE | $3,564 | $5,256-32.2% | $4,696-24.1% | $4,876-26.9% |
| Participant deferral / active EE | $11,160 | $6,631+68.3% | $6,247+78.6% | $5,439+105.2% |
| Admin fee / account holder | $1,999 | $10,906-81.7% | $9,244-78.4% | $10,886-81.6% |