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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 | $65,498 | $72,396-9.5% | $67,511-3.0% | $145,959-55.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.32% | 7194.07%-7179.8pp | 3517.41%-3503.1pp | 561.95%-547.6pp |
| Employer contribution / active EE | $9,054 | $3,071+194.8% | $2,733+231.3% | $4,661+94.2% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $70,396 | $5,538+1171.1% | $3,999+1660.4% | $13,398+425.4% |