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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 | $77,140 | $150,447-48.7% | $136,298-43.4% | $147,586-47.7% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 16.80% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,437 | $5,256-53.6% | $4,696-48.1% | $4,876-50.0% |
| Participant deferral / active EE | $3,515 | $6,631-47.0% | $6,247-43.7% | $5,439-35.4% |
| Admin fee / account holder | $11,055 | $10,906+1.4% | $9,244+19.6% | $10,886+1.6% |