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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 | $77,880 | $150,446-48.2% | $136,297-42.9% | $147,585-47.2% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 15.41% | 1049.14%-1033.7pp | 5156.19%-5140.8pp | 578.58%-563.2pp |
| Employer contribution / active EE | $3,848 | $5,256-26.8% | $4,696-18.1% | $4,876-21.1% |
| Participant deferral / active EE | $7,564 | $6,631+14.1% | $6,247+21.1% | $5,439+39.1% |
| Admin fee / account holder | $15,378 | $10,906+41.0% | $9,244+66.4% | $10,886+41.3% |