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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 | $63,117 | $150,447-58.0% | $136,298-53.7% | $147,586-57.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 21.26% | 1049.15%-1027.9pp | 5156.27%-5135.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $2,645 | $5,256-49.7% | $4,696-43.7% | $4,876-45.8% |
| Participant deferral / active EE | $4,962 | $6,631-25.2% | $6,247-20.6% | $5,439-8.8% |
| Admin fee / account holder | $5,373 | $10,906-50.7% | $9,244-41.9% | $10,886-50.6% |