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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 | $34,401 | $171,867-80.0% | $149,721-77.0% | $147,586-76.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 17.78% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,618 | $6,275-74.2% | $5,444-70.3% | $4,876-66.8% |
| Participant deferral / active EE | $3,862 | $7,270-46.9% | $6,568-41.2% | $5,439-29.0% |
| Admin fee / account holder | $6,311 | $13,799-54.3% | $11,282-44.1% | $10,886-42.0% |