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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 | $60,086 | $152,597-60.6% | $117,533-48.9% | $134,532-55.3% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | 6.66% | 53.04%-46.4pp | 29.77%-23.1pp | 418.27%-411.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,042 | $4,821-16.2% | $4,072-0.8% | $6,401-36.9% |
| Admin fee / account holder | $22,936 | $7,007+227.4% | $5,647+306.2% | $11,429+100.7% |