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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 | $68,060 | $88,815-23.4% | $81,882-16.9% | $145,897-53.4% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 19.56% | 1033.75%-1014.2pp | 779.47%-759.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,188 | $4,647-9.9% | $4,323-3.1% | $6,689-37.4% |
| Admin fee / account holder | $4,203 | $8,434-50.2% | $7,360-42.9% | $13,390-68.6% |