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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 | $44,891 | $150,447-70.2% | $136,298-67.1% | $147,586-69.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 14.91% | 1049.15%-1034.2pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $3,869 | $5,256-26.4% | $4,696-17.6% | $4,876-20.7% |
| Participant deferral / active EE | $4,084 | $6,631-38.4% | $6,247-34.6% | $5,439-24.9% |
| Admin fee / account holder | $25,788 | $10,906+136.5% | $9,244+179.0% | $10,886+136.9% |