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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 | $66,204 | $72,396-8.6% | $67,511-1.9% | $145,959-54.6% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 9.71% | 7194.07%-7184.4pp | 3517.41%-3507.7pp | 561.95%-552.2pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,260 | $4,781-10.9% | $4,000+6.5% | $6,689-36.3% |
| Admin fee / account holder | $4,502 | $5,538-18.7% | $3,999+12.6% | $13,398-66.4% |