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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 | $121,256 | $150,447-19.4% | $136,298-11.0% | $147,586-17.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.01% | 1049.15%-1029.1pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,119 | $5,256-78.7% | $4,696-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $5,497 | $6,631-17.1% | $6,247-12.0% | $5,439+1.1% |
| Admin fee / account holder | $879 | $10,906-91.9% | $9,244-90.5% | $10,886-91.9% |