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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 | $43,443 | $109,905-60.5% | $98,506-55.9% | $167,553-74.1% |
| Participation rate | 73.7% | 75.8%-2.1pp | 73.3%+0.3pp | 82.1%-8.4pp |
| Annual return | 12.66% | 1960.20%-1947.5pp | 1494.92%-1482.3pp | 478.89%-466.2pp |
| Employer contribution / active EE | $5,990 | $3,226+85.7% | $2,961+102.3% | $4,840+23.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,222 | $6,760-67.1% | $5,955-62.7% | $12,316-82.0% |