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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 | $39,699 | $150,447-73.6% | $136,298-70.9% | $147,586-73.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.91% | 1049.15%-1029.2pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,696-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $6,851 | $6,631+3.3% | $6,247+9.7% | $5,439+26.0% |
| Admin fee / account holder | $1,677 | $10,906-84.6% | $9,244-81.9% | $10,886-84.6% |