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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 | $46,932 | $150,446-68.8% | $136,297-65.6% | $147,585-68.2% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 21.86% | 1049.14%-1027.3pp | 5156.19%-5134.3pp | 578.58%-556.7pp |
| Employer contribution / active EE | $1,981 | $5,256-62.3% | $4,696-57.8% | $4,876-59.4% |
| Participant deferral / active EE | $5,426 | $6,631-18.2% | $6,247-13.1% | $5,439-0.2% |
| Admin fee / account holder | $6,230 | $10,906-42.9% | $9,244-32.6% | $10,886-42.8% |