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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 | $51,075 | $150,447-66.1% | $136,298-62.5% | $147,586-65.4% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 15.46% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,245 | $5,256-76.3% | $4,696-73.5% | $4,876-74.5% |
| Participant deferral / active EE | $3,558 | $6,631-46.3% | $6,247-43.0% | $5,439-34.6% |
| Admin fee / account holder | $36,969 | $10,906+239.0% | $9,244+299.9% | $10,886+239.6% |