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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 | $88,754-23.3% | $81,820-16.8% | $145,877-53.3% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 19.56% | 1031.77%-1012.2pp | 777.93%-758.4pp | 551.28%-531.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,188 | $4,648-9.9% | $4,323-3.1% | $6,691-37.4% |
| Admin fee / account holder | $4,203 | $8,424-50.1% | $7,391-43.1% | $13,402-68.6% |