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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 | $59,149 | $63,346-6.6% | $92,240-35.9% | $70,126-15.7% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 18.54% | 530.19%-511.7pp | 176.29%-157.8pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,050 | $2,854+147.0% | $3,897+80.9% | $3,332+111.6% |
| Admin fee / account holder | $808 | $3,841-79.0% | $5,194-84.4% | $4,645-82.6% |