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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 | $68,363 | $144,130-52.6% | $117,861-42.0% | $147,586-53.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 10.67% | 531.20%-520.5pp | 335.11%-324.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $8,340 | $4,897+70.3% | $3,786+120.3% | $4,876+71.0% |
| Participant deferral / active EE | $1,702 | $5,316-68.0% | $4,482-62.0% | $5,439-68.7% |
| Admin fee / account holder | $555 | $10,887-94.9% | $8,021-93.1% | $10,886-94.9% |