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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 | $88,711 | $150,447-41.0% | $136,298-34.9% | $147,586-39.9% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 23.50% | 1049.15%-1025.7pp | 5156.27%-5132.8pp | 578.59%-555.1pp |
| Employer contribution / active EE | $9,504 | $5,256+80.8% | $4,696+102.4% | $4,876+94.9% |
| Participant deferral / active EE | $6,019 | $6,631-9.2% | $6,247-3.7% | $5,439+10.7% |
| Admin fee / account holder | $2,362 | $10,906-78.3% | $9,244-74.4% | $10,886-78.3% |