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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 | $107,998 | $150,447-28.2% | $136,298-20.8% | $147,586-26.8% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 19.45% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $2,940 | $5,256-44.1% | $4,696-37.4% | $4,876-39.7% |
| Participant deferral / active EE | $5,690 | $6,631-14.2% | $6,247-8.9% | $5,439+4.6% |
| Admin fee / account holder | $1,135 | $10,906-89.6% | $9,244-87.7% | $10,886-89.6% |