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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 | $74,947 | $84,708-11.5% | $75,714-1.0% | $167,536-55.3% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.8%+2.1pp | 82.1%-5.2pp |
| Annual return | 13.76% | 199.62%-185.9pp | 104.62%-90.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,993 | $4,577-12.8% | $3,820+4.5% | $6,342-37.0% |
| Admin fee / account holder | $1,460 | $5,358-72.8% | $3,619-59.7% | $12,315-88.1% |