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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 | $42,508 | $150,447-71.7% | $136,298-68.8% | $147,586-71.2% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 16.47% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,071 | $5,256-79.6% | $4,696-77.2% | $4,876-78.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,477 | $10,906-59.0% | $9,244-51.6% | $10,886-58.9% |