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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 | $47,628 | $150,447-68.3% | $136,298-65.1% | $147,586-67.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.60% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,415 | $5,256-73.1% | $4,696-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $2,489 | $6,631-62.5% | $6,247-60.2% | $5,439-54.2% |
| Admin fee / account holder | $1,770 | $10,906-83.8% | $9,244-80.9% | $10,886-83.7% |