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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 | $20,405 | $84,685-75.9% | $73,836-72.4% | $125,389-83.7% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 5.64% | 3123.80%-3118.2pp | 2268.06%-2262.4pp | 282.24%-276.6pp |
| Employer contribution / active EE | $1,105 | $3,123-64.6% | $2,787-60.4% | $4,866-77.3% |
| Participant deferral / active EE | $2,210 | $3,993-44.6% | $3,583-38.3% | $5,352-58.7% |
| Admin fee / account holder | $4,770 | $5,694-16.2% | $4,882-2.3% | $9,541-50.0% |