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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 | $61,321 | $150,447-59.2% | $136,298-55.0% | $147,586-58.5% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 16.76% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,306 | $5,256-56.1% | $4,696-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $2,955 | $6,631-55.4% | $6,247-52.7% | $5,439-45.7% |
| Admin fee / account holder | $5,264 | $10,906-51.7% | $9,244-43.1% | $10,886-51.6% |