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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 | $66,136 | $100,938-34.5% | $90,461-26.9% | $158,982-58.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 35.47% | 1727.20%-1691.7pp | 1294.76%-1259.3pp | 302.99%-267.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,419 | $4,350+208.5% | $3,964+238.5% | $5,983+124.3% |
| Admin fee / account holder | $2,179 | $6,510-66.5% | $5,617-61.2% | $11,252-80.6% |