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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 | $72,396-18.4% | $67,511-12.5% | $145,959-59.5% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 12.67% | 7194.07%-7181.4pp | 3517.41%-3504.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,904 | $4,781-39.3% | $4,000-27.4% | $6,689-56.6% |
| Admin fee / account holder | $4,535 | $5,538-18.1% | $3,999+13.4% | $13,398-66.2% |