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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 | $129,591 | $150,447-13.9% | $136,298-4.9% | $147,586-12.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 18.65% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,119 | $5,256-78.7% | $4,696-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $3,110 | $6,631-53.1% | $6,247-50.2% | $5,439-42.8% |
| Admin fee / account holder | $2,514 | $10,906-76.9% | $9,244-72.8% | $10,886-76.9% |