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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 | $35,168 | $150,447-76.6% | $136,298-74.2% | $147,586-76.2% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 34.23% | 1049.15%-1014.9pp | 5156.27%-5122.0pp | 578.59%-544.4pp |
| Employer contribution / active EE | $3,004 | $5,256-42.9% | $4,696-36.0% | $4,876-38.4% |
| Participant deferral / active EE | $4,378 | $6,631-34.0% | $6,247-29.9% | $5,439-19.5% |
| Admin fee / account holder | $358 | $10,906-96.7% | $9,244-96.1% | $10,886-96.7% |