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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 | $94,018 | $150,447-37.5% | $136,298-31.0% | $147,586-36.3% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 40.04% | 1049.15%-1009.1pp | 5156.27%-5116.2pp | 578.59%-538.6pp |
| Employer contribution / active EE | $2,665 | $5,256-49.3% | $4,696-43.3% | $4,876-45.4% |
| Participant deferral / active EE | $5,057 | $6,631-23.7% | $6,247-19.0% | $5,439-7.0% |
| Admin fee / account holder | $4,724 | $10,906-56.7% | $9,244-48.9% | $10,886-56.6% |