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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 | $100,895-31.6% | $90,430-23.7% | $158,950-56.6% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 8.40% | 1725.54%-1717.1pp | 1293.73%-1285.3pp | 302.91%-294.5pp |
| Employer contribution / active EE | $5,738 | $3,689+55.5% | $3,262+75.9% | $4,762+20.5% |
| Participant deferral / active EE | $6,194 | $4,347+42.5% | $3,963+56.3% | $5,983+3.5% |
| Admin fee / account holder | $37,052 | $6,505+469.6% | $5,613+560.1% | $11,248+229.4% |