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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 | $31,284 | $76,368-59.0% | $67,681-53.8% | $154,746-79.8% |
| Participation rate | 71.4% | 79.0%-7.5pp | 73.7%-2.3pp | 80.7%-9.3pp |
| Annual return | 15.91% | 1066.77%-1050.9pp | 590.58%-574.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $7,022 | $3,151+122.8% | $2,678+162.2% | $4,379+60.4% |
| Participant deferral / active EE | $9,750 | $4,824+102.1% | $3,976+145.2% | $6,730+44.9% |
| Admin fee / account holder | $4,640 | $8,559-45.8% | $6,100-23.9% | $14,365-67.7% |