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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 | $31,075 | $180,466-82.8% | $154,114-79.8% | $135,382-77.0% |
| Participation rate | 78.9% | 87.4%-8.5pp | 83.0%-4.1pp | 82.6%-3.7pp |
| Annual return | 7.68% | 888.15%-880.5pp | 735.16%-727.5pp | 519.77%-512.1pp |
| Employer contribution / active EE | $2,952 | $6,035-51.1% | $5,298-44.3% | $4,779-38.2% |
| Participant deferral / active EE | $4,692 | $5,806-19.2% | $5,081-7.6% | $5,609-16.3% |
| Admin fee / account holder | $8,597 | $16,144-46.7% | $13,411-35.9% | $10,829-20.6% |