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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 | $96,573 | $171,867-43.8% | $149,721-35.5% | $147,586-34.6% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 19.95% | 2113.36%-2093.4pp | 1501.67%-1481.7pp | 578.59%-558.6pp |
| Employer contribution / active EE | $9,177 | $6,275+46.3% | $5,444+68.6% | $4,876+88.2% |
| Participant deferral / active EE | $8,603 | $7,270+18.3% | $6,568+31.0% | $5,439+58.2% |
| Admin fee / account holder | $9,829 | $13,799-28.8% | $11,282-12.9% | $10,886-9.7% |