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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 | $71,185 | $171,865-58.6% | $149,718-52.5% | $147,585-51.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 12.82% | 2113.29%-2100.5pp | 1501.67%-1488.8pp | 578.56%-565.7pp |
| Employer contribution / active EE | $5,000 | $6,275-20.3% | $5,445-8.2% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,928 | $13,799-86.0% | $11,283-82.9% | $10,885-82.3% |