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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 | $75,368 | $176,688-57.3% | $130,660-42.3% | $152,909-50.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.5%+5.0pp |
| Annual return | 20.18% | 2693.08%-2672.9pp | 1709.29%-1689.1pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $219 | $4,362-95.0% | $3,603-93.9% | $5,851-96.3% |
| Admin fee / account holder | $1,651 | $7,131-76.8% | $5,463-69.8% | $11,601-85.8% |