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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 | $71,918 | $150,446-52.2% | $136,297-47.2% | $147,585-51.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 15.53% | 1049.14%-1033.6pp | 5156.19%-5140.7pp | 578.58%-563.1pp |
| Employer contribution / active EE | $2,605 | $5,256-50.4% | $4,696-44.5% | $4,876-46.6% |
| Participant deferral / active EE | $2,605 | $6,631-60.7% | $6,247-58.3% | $5,439-52.1% |
| Admin fee / account holder | $2,730 | $10,906-75.0% | $9,244-70.5% | $10,886-74.9% |