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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 | $76,625 | $156,963-51.2% | $121,204-36.8% | $139,466-45.1% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 13.20% | 1476.75%-1463.5pp | 987.18%-974.0pp | 373.66%-360.5pp |
| Employer contribution / active EE | $7,823 | $5,544+41.1% | $4,170+87.6% | $4,754+64.6% |
| Participant deferral / active EE | $6,980 | $4,848+44.0% | $4,083+71.0% | $6,712+4.0% |
| Admin fee / account holder | $60,787 | $6,953+774.2% | $5,651+975.7% | $11,409+432.8% |