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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 | $90,781 | $150,447-39.7% | $136,298-33.4% | $147,586-38.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 18.28% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $4,509 | $5,256-14.2% | $4,696-4.0% | $4,876-7.5% |
| Participant deferral / active EE | $8,117 | $6,631+22.4% | $6,247+29.9% | $5,439+49.2% |
| Admin fee / account holder | $9,786 | $10,906-10.3% | $9,244+5.9% | $10,886-10.1% |