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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 | $45,171 | $150,447-70.0% | $136,298-66.9% | $147,586-69.4% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 19.21% | 1049.15%-1029.9pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,174 | $5,256-58.6% | $4,696-53.7% | $4,876-55.4% |
| Participant deferral / active EE | $4,448 | $6,631-32.9% | $6,247-28.8% | $5,439-18.2% |
| Admin fee / account holder | $26,283 | $10,906+141.0% | $9,244+184.3% | $10,886+141.4% |