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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 | $134,732 | $171,867-21.6% | $149,716-10.0% | $147,585-8.7% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 18.65% | 2113.36%-2094.7pp | 1501.67%-1483.0pp | 578.58%-559.9pp |
| Employer contribution / active EE | $2,317 | $6,275-63.1% | $5,444-57.4% | $4,876-52.5% |
| Participant deferral / active EE | $5,705 | $7,270-21.5% | $6,568-13.1% | $5,439+4.9% |
| Admin fee / account holder | $626 | $13,799-95.5% | $11,282-94.5% | $10,886-94.3% |