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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 | $76,424 | $150,447-49.2% | $136,298-43.9% | $147,586-48.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 11.90% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $2,963 | $5,256-43.6% | $4,696-36.9% | $4,876-39.2% |
| Participant deferral / active EE | $7,646 | $6,631+15.3% | $6,247+22.4% | $5,439+40.6% |
| Admin fee / account holder | $48,209 | $10,906+342.0% | $9,244+421.5% | $10,886+342.9% |