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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 | $113,320 | $88,754+27.7% | $81,820+38.5% | $145,877-22.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 20.82% | 1031.77%-1010.9pp | 777.93%-757.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,364 | $4,648-6.1% | $4,323+1.0% | $6,691-34.8% |
| Admin fee / account holder | $4,655 | $8,424-44.7% | $7,391-37.0% | $13,402-65.3% |