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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 | $57,161 | $73,546-22.3% | $63,018-9.3% | $147,586-61.3% |
| Participation rate | 72.2% | 77.9%-5.6pp | 74.8%-2.6pp | 82.8%-10.6pp |
| Annual return | 13.74% | 175.56%-161.8pp | 87.62%-73.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,972 | $4,185+66.6% | $3,330+109.4% | $5,439+28.2% |
| Admin fee / account holder | $2,072 | $5,956-65.2% | $3,601-42.4% | $10,886-81.0% |