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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 | $52,436 | $150,442-65.1% | $136,295-61.5% | $147,585-64.5% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 11.96% | 1049.09%-1037.1pp | 5155.97%-5144.0pp | 578.56%-566.6pp |
| Employer contribution / active EE | $2,169 | $5,256-58.7% | $4,695-53.8% | $4,876-55.5% |
| Participant deferral / active EE | $3,242 | $6,630-51.1% | $6,247-48.1% | $5,439-40.4% |
| Admin fee / account holder | $12,966 | $10,905+18.9% | $9,243+40.3% | $10,885+19.1% |