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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 | $31,200 | $150,447-79.3% | $136,298-77.1% | $147,586-78.9% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.75% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,137 | $5,256-59.3% | $4,696-54.5% | $4,876-56.2% |
| Participant deferral / active EE | $3,617 | $6,631-45.5% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $784 | $10,906-92.8% | $9,244-91.5% | $10,886-92.8% |