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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 | $72,446-9.6% | $67,561-3.1% | $145,877-55.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.32% | 7211.98%-7197.7pp | 3525.44%-3511.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $9,054 | $3,072+194.7% | $2,735+231.1% | $4,663+94.2% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $70,396 | $5,541+1170.4% | $4,006+1657.4% | $13,402+425.3% |