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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 | $22,479 | $99,031-77.3% | $86,597-74.0% | $147,585-84.8% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 18.81% | 1312.56%-1293.7pp | 964.96%-946.1pp | 578.57%-559.8pp |
| Employer contribution / active EE | $1,255 | $3,132-59.9% | $2,840-55.8% | $4,876-74.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,777 | $5,711-33.9% | $4,906-23.0% | $10,885-65.3% |