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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 | $64,433 | $73,546-12.4% | $63,018+2.2% | $147,586-56.3% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.8%-3.4pp | 82.8%-11.4pp |
| Annual return | 10.35% | 175.56%-165.2pp | 87.62%-77.3pp | 578.59%-568.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,157 | $4,185-0.7% | $3,330+24.9% | $5,439-23.6% |
| Admin fee / account holder | $3,413 | $5,956-42.7% | $3,601-5.2% | $10,886-68.7% |