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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 | $56,450 | $150,442-62.5% | $136,295-58.6% | $147,585-61.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.93% | 1049.09%-1034.2pp | 5155.97%-5141.0pp | 578.56%-563.6pp |
| Employer contribution / active EE | $1,842 | $5,256-65.0% | $4,695-60.8% | $4,876-62.2% |
| Participant deferral / active EE | $5,526 | $6,630-16.7% | $6,247-11.5% | $5,439+1.6% |
| Admin fee / account holder | $4,021 | $10,905-63.1% | $9,243-56.5% | $10,885-63.1% |