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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 | $65,594 | $73,421-10.7% | $66,439-1.3% | $155,188-57.7% |
| Participation rate | 81.8% | 79.7%+2.1pp | 74.5%+7.3pp | 80.8%+1.0pp |
| Annual return | 10.55% | 1382.37%-1371.8pp | 757.66%-747.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $1,466 | $3,039-51.7% | $2,637-44.4% | $4,248-65.5% |
| Participant deferral / active EE | $3,001 | $4,680-35.9% | $3,876-22.6% | $6,531-54.0% |
| Admin fee / account holder | $3,895 | $8,856-56.0% | $6,173-36.9% | $14,480-73.1% |