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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 | $92,452 | $157,296-41.2% | $141,191-34.5% | $152,897-39.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 879.16% | 64.34%+814.8pp | 71.41%+807.8pp | 345.43%+533.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,596 | $7,111-49.4% | $6,710-46.4% | $5,851-38.5% |
| Admin fee / account holder | $5,591 | $12,125-53.9% | $10,264-45.5% | $11,599-51.8% |