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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 | $48,057 | $171,867-72.0% | $149,721-67.9% | $147,586-67.4% |
| Participation rate | 70.6% | 88.2%-17.6pp | 87.1%-16.5pp | 82.8%-12.2pp |
| Annual return | 10.84% | 2113.36%-2102.5pp | 1501.67%-1490.8pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,895 | $6,275-69.8% | $5,444-65.2% | $4,876-61.1% |
| Participant deferral / active EE | $2,636 | $7,270-63.7% | $6,568-59.9% | $5,439-51.5% |
| Admin fee / account holder | $28,356 | $13,799+105.5% | $11,282+151.3% | $10,886+160.5% |