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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 | $57,778 | $150,447-61.6% | $136,298-57.6% | $147,586-60.9% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 14.89% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,420 | $5,256-54.0% | $4,696-48.5% | $4,876-50.4% |
| Participant deferral / active EE | $2,737 | $6,631-58.7% | $6,247-56.2% | $5,439-49.7% |
| Admin fee / account holder | $2,838 | $10,906-74.0% | $9,244-69.3% | $10,886-73.9% |