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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 | $32,253 | $150,447-78.6% | $136,298-76.3% | $147,586-78.1% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 18.80% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,011 | $5,256-80.8% | $4,696-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $3,236 | $6,631-51.2% | $6,247-48.2% | $5,439-40.5% |
| Admin fee / account holder | $813 | $10,906-92.5% | $9,244-91.2% | $10,886-92.5% |