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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 | $59,598 | $88,778-32.9% | $81,844-27.2% | $145,884-59.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.19% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,422 | $4,648-47.9% | $4,323-44.0% | $6,690-63.8% |
| Admin fee / account holder | $15,945 | $8,430+89.1% | $7,355+116.8% | $13,392+19.1% |