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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 | $73,891 | $150,447-50.9% | $136,298-45.8% | $147,586-49.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.36% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,530 | $5,256-51.9% | $4,696-46.1% | $4,876-48.1% |
| Participant deferral / active EE | $4,499 | $6,631-32.2% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $6,254 | $10,906-42.7% | $9,244-32.3% | $10,886-42.5% |