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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 | $61,829 | $150,447-58.9% | $136,298-54.6% | $147,586-58.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.15% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $2,018 | $5,256-61.6% | $4,696-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $4,480 | $6,631-32.4% | $6,247-28.3% | $5,439-17.6% |
| Admin fee / account holder | $6,692 | $10,906-38.6% | $9,244-27.6% | $10,886-38.5% |