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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 | $39,775 | $150,447-73.6% | $136,298-70.8% | $147,586-73.0% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 12.10% | 1049.15%-1037.1pp | 5156.27%-5144.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $2,129 | $5,256-59.5% | $4,696-54.7% | $4,876-56.3% |
| Participant deferral / active EE | $2,607 | $6,631-60.7% | $6,247-58.3% | $5,439-52.1% |
| Admin fee / account holder | $13,356 | $10,906+22.5% | $9,244+44.5% | $10,886+22.7% |