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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 | $106,734 | $150,445-29.1% | $136,297-21.7% | $147,585-27.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.45% | 1049.14%-1032.7pp | 5156.16%-5139.7pp | 578.57%-562.1pp |
| Employer contribution / active EE | $3,800 | $5,256-27.7% | $4,696-19.1% | $4,876-22.1% |
| Participant deferral / active EE | $10,142 | $6,631+53.0% | $6,247+62.3% | $5,439+86.5% |
| Admin fee / account holder | $7,232 | $10,906-33.7% | $9,244-21.8% | $10,885-33.6% |