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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 | $120,103 | $124,175-3.3% | $108,405+10.8% | $167,553-28.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 15.62% | 1380.13%-1364.5pp | 905.55%-889.9pp | 478.89%-463.3pp |
| Employer contribution / active EE | $489 | $4,188-88.3% | $3,559-86.3% | $4,840-89.9% |
| Participant deferral / active EE | $5,678 | $6,908-17.8% | $6,563-13.5% | $6,343-10.5% |
| Admin fee / account holder | $12,653 | $9,457+33.8% | $7,297+73.4% | $12,316+2.7% |