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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 | $77,850 | $150,447-48.3% | $136,298-42.9% | $147,586-47.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 14.24% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $3,722 | $5,256-29.2% | $4,696-20.7% | $4,876-23.7% |
| Participant deferral / active EE | $3,258 | $6,631-50.9% | $6,247-47.9% | $5,439-40.1% |
| Admin fee / account holder | $7,216 | $10,906-33.8% | $9,244-21.9% | $10,886-33.7% |