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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 | $59,571 | $150,447-60.4% | $136,298-56.3% | $147,586-59.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 20.61% | 1049.15%-1028.5pp | 5156.27%-5135.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $6,866 | $5,256+30.6% | $4,696+46.2% | $4,876+40.8% |
| Participant deferral / active EE | $12,389 | $6,631+86.8% | $6,247+98.3% | $5,439+127.8% |
| Admin fee / account holder | $5,044 | $10,906-53.8% | $9,244-45.4% | $10,886-53.7% |