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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 | $88,702-23.3% | $81,780-16.8% | $145,978-53.4% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 19.56% | 1029.12%-1009.6pp | 776.27%-756.7pp | 550.52%-531.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,188 | $4,645-9.8% | $4,321-3.1% | $6,690-37.4% |
| Admin fee / account holder | $4,203 | $8,414-50.1% | $7,384-43.1% | $13,400-68.6% |