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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 | $173,397-42.6% | $135,987-26.8% | $145,877-31.8% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.4%-5.0pp | 80.3%-8.9pp |
| Annual return | 17.59% | 1166.18%-1148.6pp | 580.01%-562.4pp | 551.28%-533.7pp |
| Employer contribution / active EE | $5,253 | $5,281-0.5% | $4,214+24.7% | $4,663+12.6% |
| Participant deferral / active EE | $10,980 | $8,710+26.1% | $7,027+56.3% | $6,691+64.1% |
| Admin fee / account holder | $1,555 | $9,663-83.9% | $6,716-76.8% | $13,402-88.4% |