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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 | $64,194 | $171,867-62.6% | $149,721-57.1% | $147,586-56.5% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 15.22% | 2113.36%-2098.1pp | 1501.67%-1486.5pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,824 | $6,275-70.9% | $5,444-66.5% | $4,876-62.6% |
| Participant deferral / active EE | $3,606 | $7,270-50.4% | $6,568-45.1% | $5,439-33.7% |
| Admin fee / account holder | $25,753 | $13,799+86.6% | $11,282+128.3% | $10,886+136.6% |