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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 | $84,784 | $150,447-43.6% | $136,298-37.8% | $147,586-42.6% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 11.70% | 1049.15%-1037.5pp | 5156.27%-5144.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $899 | $5,256-82.9% | $4,696-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $4,335 | $6,631-34.6% | $6,247-30.6% | $5,439-20.3% |
| Admin fee / account holder | $6,842 | $10,906-37.3% | $9,244-26.0% | $10,886-37.1% |