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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 | $116,671 | $150,447-22.5% | $136,298-14.4% | $147,586-20.9% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 19.16% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,641 | $5,256-49.8% | $4,696-43.8% | $4,876-45.8% |
| Participant deferral / active EE | $4,686 | $6,631-29.3% | $6,247-25.0% | $5,439-13.8% |
| Admin fee / account holder | $412 | $10,906-96.2% | $9,244-95.5% | $10,886-96.2% |