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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 | $32,519 | $150,447-78.4% | $136,298-76.1% | $147,586-78.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11.31% | 1049.15%-1037.8pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,689 | $5,256-67.9% | $4,696-64.0% | $4,876-65.4% |
| Participant deferral / active EE | $4,863 | $6,631-26.7% | $6,247-22.2% | $5,439-10.6% |
| Admin fee / account holder | $16,852 | $10,906+54.5% | $9,244+82.3% | $10,886+54.8% |