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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 | $88,710-23.3% | $81,783-16.8% | $145,959-53.4% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 19.56% | 1027.26%-1007.7pp | 775.05%-755.5pp | 561.95%-542.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,188 | $4,645-9.8% | $4,320-3.1% | $6,689-37.4% |
| Admin fee / account holder | $4,203 | $8,407-50.0% | $7,380-43.1% | $13,398-68.6% |