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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 | $41,582 | $150,447-72.4% | $136,298-69.5% | $147,586-71.8% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 10.99% | 1049.15%-1038.2pp | 5156.27%-5145.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $3,889 | $5,256-26.0% | $4,696-17.2% | $4,876-20.3% |
| Participant deferral / active EE | $4,594 | $6,631-30.7% | $6,247-26.5% | $5,439-15.5% |
| Admin fee / account holder | $6,092 | $10,906-44.1% | $9,244-34.1% | $10,886-44.0% |