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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 | $36,343 | $150,447-75.8% | $136,298-73.3% | $147,586-75.4% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 20.12% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,608 | $5,256-69.4% | $4,696-65.8% | $4,876-67.0% |
| Participant deferral / active EE | $2,812 | $6,631-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $6,570 | $10,906-39.8% | $9,244-28.9% | $10,886-39.7% |