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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 | $61,513 | $150,445-59.1% | $136,297-54.9% | $147,585-58.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.67% | 1049.14%-1033.5pp | 5156.16%-5140.5pp | 578.57%-562.9pp |
| Employer contribution / active EE | $3,124 | $5,256-40.6% | $4,696-33.5% | $4,876-35.9% |
| Participant deferral / active EE | $5,764 | $6,631-13.1% | $6,247-7.7% | $5,439+6.0% |
| Admin fee / account holder | $798 | $10,906-92.7% | $9,244-91.4% | $10,885-92.7% |