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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 | $110,039-35.1% | $97,260-26.6% | $145,884-51.1% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 11.58% | 244.44%-232.9pp | 75.54%-64.0pp | 551.85%-540.3pp |
| Employer contribution / active EE | $416 | $3,074-86.5% | $2,721-84.7% | $4,662-91.1% |
| Participant deferral / active EE | $724 | $4,674-84.5% | $4,262-83.0% | $6,690-89.2% |
| Admin fee / account holder | $105,319 | $6,204+1597.7% | $5,640+1767.4% | $13,392+686.4% |