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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 | $62,436 | $150,446-58.5% | $136,297-54.2% | $147,585-57.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.18% | 1049.14%-1033.0pp | 5156.19%-5140.0pp | 578.58%-562.4pp |
| Employer contribution / active EE | $6,642 | $5,256+26.4% | $4,696+41.5% | $4,876+36.2% |
| Participant deferral / active EE | $8,094 | $6,631+22.1% | $6,247+29.6% | $5,439+48.8% |
| Admin fee / account holder | $14,135 | $10,906+29.6% | $9,244+52.9% | $10,886+29.8% |