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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 | $89,994 | $109,863-18.1% | $98,477-8.6% | $167,518-46.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 11.93% | 1958.09%-1946.2pp | 1493.59%-1481.7pp | 478.71%-466.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,273 | $4,673-72.8% | $4,276-70.2% | $6,342-79.9% |
| Admin fee / account holder | $1,247 | $6,755-81.5% | $5,951-79.1% | $12,312-89.9% |