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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 | $59,264 | $60,139-1.5% | $90,461-34.5% | $79,856-25.8% |
| Participation rate | 89.1% | 65.0%+24.1pp | 72.7%+16.4pp | 69.6%+19.5pp |
| Annual return | 24.65% | 71.96%-47.3pp | 1294.76%-1270.1pp | 31.71%-7.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,622 | $2,939+57.3% | $3,964+16.6% | $3,741+23.6% |
| Admin fee / account holder | $2,194 | $3,978-44.8% | $5,617-60.9% | $5,306-58.6% |