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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 | $29,634 | $150,447-80.3% | $136,298-78.3% | $147,586-79.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.27% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,460 | $5,256-72.2% | $4,696-68.9% | $4,876-70.1% |
| Participant deferral / active EE | $3,674 | $6,631-44.6% | $6,247-41.2% | $5,439-32.4% |
| Admin fee / account holder | $387 | $10,906-96.5% | $9,244-95.8% | $10,886-96.4% |