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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 | $61,677 | $150,447-59.0% | $136,298-54.7% | $147,586-58.2% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 17.51% | 1049.15%-1031.6pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $5,128 | $5,256-2.4% | $4,696+9.2% | $4,876+5.2% |
| Participant deferral / active EE | $9,155 | $6,631+38.1% | $6,247+46.5% | $5,439+68.3% |
| Admin fee / account holder | $3,438 | $10,906-68.5% | $9,244-62.8% | $10,886-68.4% |