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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 | $71,387 | $109,904-35.0% | $97,167-26.5% | $145,959-51.1% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 11.58% | 243.43%-231.8pp | 75.27%-63.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $416 | $3,084-86.5% | $2,729-84.7% | $4,661-91.1% |
| Participant deferral / active EE | $724 | $4,676-84.5% | $4,264-83.0% | $6,689-89.2% |
| Admin fee / account holder | $105,319 | $6,216+1594.3% | $5,650+1764.0% | $13,398+686.1% |