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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 | $112,009 | $169,361-33.9% | $129,397-13.4% | $145,877-23.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.88% | 14395.54%-14376.7pp | 9453.98%-9435.1pp | 551.28%-532.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,374 | $4,987+67.9% | $4,167+100.9% | $6,691+25.2% |
| Admin fee / account holder | $106,902 | $9,903+979.5% | $7,679+1292.2% | $13,402+697.6% |