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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 | $117,055 | $109,905+6.5% | $98,506+18.8% | $167,553-30.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 14.73% | 1960.20%-1945.5pp | 1494.92%-1480.2pp | 478.89%-464.2pp |
| Employer contribution / active EE | $5,572 | $3,226+72.7% | $2,961+88.1% | $4,840+15.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,011 | $6,760-25.9% | $5,955-15.8% | $12,316-59.3% |