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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 | $21,657 | $99,031-78.1% | $86,597-75.0% | $147,585-85.3% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 19.34% | 1312.56%-1293.2pp | 964.96%-945.6pp | 578.57%-559.2pp |
| Employer contribution / active EE | $5,804 | $3,132+85.3% | $2,840+104.4% | $4,876+19.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,253 | $5,711-78.1% | $4,906-74.5% | $10,885-88.5% |