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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 | $59,066 | $72,403-18.4% | $67,524-12.5% | $145,978-59.5% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 12.67% | 7197.23%-7184.6pp | 3519.41%-3506.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,904 | $4,782-39.3% | $4,001-27.4% | $6,690-56.6% |
| Admin fee / account holder | $4,535 | $5,541-18.2% | $4,001+13.3% | $13,400-66.2% |