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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 | $66,069 | $171,867-61.6% | $149,721-55.9% | $147,586-55.2% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 29.86% | 2113.36%-2083.5pp | 1501.67%-1471.8pp | 578.59%-548.7pp |
| Employer contribution / active EE | $2,835 | $6,275-54.8% | $5,444-47.9% | $4,876-41.9% |
| Participant deferral / active EE | $4,303 | $7,270-40.8% | $6,568-34.5% | $5,439-20.9% |
| Admin fee / account holder | $1,245 | $13,799-91.0% | $11,282-89.0% | $10,886-88.6% |