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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 | $61,751 | $150,445-59.0% | $136,297-54.7% | $147,585-58.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 19.77% | 1049.14%-1029.4pp | 5156.16%-5136.4pp | 578.57%-558.8pp |
| Employer contribution / active EE | $3,484 | $5,256-33.7% | $4,696-25.8% | $4,876-28.5% |
| Participant deferral / active EE | $11,839 | $6,631+78.6% | $6,247+89.5% | $5,439+117.7% |
| Admin fee / account holder | $3,376 | $10,906-69.0% | $9,244-63.5% | $10,885-69.0% |