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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 | $99,523 | $168,626-41.0% | $133,698-25.6% | $145,897-31.8% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.4%-5.0pp | 80.3%-8.9pp |
| Annual return | 17.59% | 1168.99%-1151.4pp | 580.90%-563.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $5,253 | $5,290-0.7% | $4,218+24.5% | $4,663+12.7% |
| Participant deferral / active EE | $10,980 | $8,688+26.4% | $7,016+56.5% | $6,689+64.1% |
| Admin fee / account holder | $1,555 | $9,638-83.9% | $6,703-76.8% | $13,390-88.4% |