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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 | $72,396-11.2% | $67,511-4.7% | $145,959-55.9% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 16.55% | 7194.07%-7177.5pp | 3517.41%-3500.9pp | 561.95%-545.4pp |
| Employer contribution / active EE | $4,697 | $3,071+53.0% | $2,733+71.9% | $4,661+0.8% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $815 | $5,538-85.3% | $3,999-79.6% | $13,398-93.9% |