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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 | $104,912 | $150,445-30.3% | $136,297-23.0% | $147,585-28.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.40% | 1049.14%-1028.7pp | 5156.16%-5135.8pp | 578.57%-558.2pp |
| Employer contribution / active EE | $2,591 | $5,256-50.7% | $4,696-44.8% | $4,876-46.9% |
| Participant deferral / active EE | $4,889 | $6,631-26.3% | $6,247-21.7% | $5,439-10.1% |
| Admin fee / account holder | $3,218 | $10,906-70.5% | $9,244-65.2% | $10,885-70.4% |