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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 | $41,699 | $150,447-72.3% | $136,298-69.4% | $147,586-71.7% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 14.67% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,881 | $5,256-64.2% | $4,696-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $2,637 | $6,631-60.2% | $6,247-57.8% | $5,439-51.5% |
| Admin fee / account holder | $24,252 | $10,906+122.4% | $9,244+162.4% | $10,886+122.8% |