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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 | $27,571 | $150,447-81.7% | $136,298-79.8% | $147,586-81.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.21% | 1049.15%-1025.9pp | 5156.27%-5133.1pp | 578.59%-555.4pp |
| Employer contribution / active EE | $1,944 | $5,256-63.0% | $4,696-58.6% | $4,876-60.1% |
| Participant deferral / active EE | $4,639 | $6,631-30.0% | $6,247-25.7% | $5,439-14.7% |
| Admin fee / account holder | $5,691 | $10,906-47.8% | $9,244-38.4% | $10,886-47.7% |