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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 | $28,537 | $150,446-81.0% | $136,297-79.1% | $147,585-80.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 22.10% | 1049.14%-1027.0pp | 5156.19%-5134.1pp | 578.58%-556.5pp |
| Employer contribution / active EE | $2,853 | $5,256-45.7% | $4,696-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $5,432 | $6,631-18.1% | $6,247-13.1% | $5,439-0.1% |
| Admin fee / account holder | $2,432 | $10,906-77.7% | $9,244-73.7% | $10,886-77.7% |