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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 | $47,817 | $99,031-51.7% | $86,597-44.8% | $147,585-67.6% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 13.04% | 1312.56%-1299.5pp | 964.96%-951.9pp | 578.57%-565.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,608 | $3,972+66.4% | $3,609+83.1% | $5,439+21.5% |
| Admin fee / account holder | $552 | $5,711-90.3% | $4,906-88.7% | $10,885-94.9% |