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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 | $117,955 | $150,447-21.6% | $136,298-13.5% | $147,586-20.1% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 16.14% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,289 | $5,256-75.5% | $4,696-72.6% | $4,876-73.6% |
| Participant deferral / active EE | $3,606 | $6,631-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $11,163 | $10,906+2.4% | $9,244+20.8% | $10,886+2.5% |