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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 | $35,180 | $150,442-76.6% | $136,295-74.2% | $147,585-76.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 38.05% | 1049.09%-1011.0pp | 5155.97%-5117.9pp | 578.56%-540.5pp |
| Employer contribution / active EE | $6,769 | $5,256+28.8% | $4,695+44.2% | $4,876+38.8% |
| Participant deferral / active EE | $4,523 | $6,630-31.8% | $6,247-27.6% | $5,439-16.8% |
| Admin fee / account holder | $371 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |