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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 | $65,159 | $100,938-35.4% | $90,461-28.0% | $158,982-59.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 6.05% | 1727.20%-1721.2pp | 1294.76%-1288.7pp | 302.99%-296.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,258 | $4,350-25.1% | $3,964-17.8% | $5,983-45.6% |
| Admin fee / account holder | $37,136 | $6,510+470.5% | $5,617+561.2% | $11,252+230.0% |