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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 | $24,707 | $150,447-83.6% | $136,298-81.9% | $147,586-83.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 48.25% | 1049.15%-1000.9pp | 5156.27%-5108.0pp | 578.59%-530.3pp |
| Employer contribution / active EE | $1,998 | $5,256-62.0% | $4,696-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $5,427 | $6,631-18.1% | $6,247-13.1% | $5,439-0.2% |
| Admin fee / account holder | $1,395 | $10,906-87.2% | $9,244-84.9% | $10,886-87.2% |