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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 | $29,553 | $150,442-80.4% | $136,295-78.3% | $147,585-80.0% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 18.01% | 1049.09%-1031.1pp | 5155.97%-5138.0pp | 578.56%-560.6pp |
| Employer contribution / active EE | $2,576 | $5,256-51.0% | $4,695-45.1% | $4,876-47.2% |
| Participant deferral / active EE | $5,468 | $6,630-17.5% | $6,247-12.5% | $5,439+0.5% |
| Admin fee / account holder | $2,578 | $10,905-76.4% | $9,243-72.1% | $10,885-76.3% |