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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 | $48,934 | $150,447-67.5% | $136,298-64.1% | $147,586-66.8% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 18.09% | 1049.15%-1031.1pp | 5156.27%-5138.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,935 | $5,256-63.2% | $4,696-58.8% | $4,876-60.3% |
| Participant deferral / active EE | $4,217 | $6,631-36.4% | $6,247-32.5% | $5,439-22.5% |
| Admin fee / account holder | $4,510 | $10,906-58.6% | $9,244-51.2% | $10,886-58.6% |