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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 | $44,200 | $72,446-39.0% | $67,561-34.6% | $145,877-69.7% |
| Participation rate | 78.3% | 76.9%+1.4pp | 72.9%+5.4pp | 80.3%-2.0pp |
| Annual return | 15.80% | 7211.98%-7196.2pp | 3525.44%-3509.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,368 | $4,785-71.4% | $4,003-65.8% | $6,691-79.6% |
| Admin fee / account holder | $1,997 | $5,541-64.0% | $4,006-50.2% | $13,402-85.1% |