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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 | $64,308 | $72,465-11.3% | $67,575-4.8% | $145,884-55.9% |
| Participation rate | 71.4% | 76.9%-5.5pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 16.55% | 7222.56%-7206.0pp | 3528.98%-3512.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $4,697 | $3,074+52.8% | $2,736+71.7% | $4,662+0.7% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $815 | $5,515-85.2% | $3,993-79.6% | $13,392-93.9% |