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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 | $68,976 | $100,911-31.6% | $90,440-23.7% | $158,966-56.6% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 8.40% | 1726.62%-1718.2pp | 1294.38%-1286.0pp | 302.95%-294.6pp |
| Employer contribution / active EE | $5,738 | $3,690+55.5% | $3,263+75.8% | $4,762+20.5% |
| Participant deferral / active EE | $6,194 | $4,348+42.4% | $3,964+56.3% | $5,983+3.5% |
| Admin fee / account holder | $37,052 | $6,507+469.4% | $5,615+559.9% | $11,250+229.4% |