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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 | $72,465-9.6% | $67,575-3.1% | $145,884-55.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.32% | 7222.56%-7208.2pp | 3528.98%-3514.7pp | 551.85%-537.5pp |
| Employer contribution / active EE | $9,054 | $3,074+194.6% | $2,736+231.0% | $4,662+94.2% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $70,396 | $5,515+1176.4% | $3,993+1663.0% | $13,392+425.7% |