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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 | $111,710 | $180,749-38.2% | $160,784-30.5% | $137,256-18.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 60.64% | 2234.46%-2173.8pp | 1803.92%-1743.3pp | 220.34%-159.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,683 | $6,844-60.8% | $6,293-57.4% | $6,407-58.1% |
| Admin fee / account holder | $1,809 | $10,397-82.6% | $9,717-81.4% | $12,270-85.3% |