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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 | $34,040 | $88,815-61.7% | $81,882-58.4% | $145,897-76.7% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 20.13% | 1033.75%-1013.6pp | 779.47%-759.3pp | 552.29%-532.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,187 | $4,647+33.1% | $4,323+43.1% | $6,689-7.5% |
| Admin fee / account holder | $854 | $8,434-89.9% | $7,360-88.4% | $13,390-93.6% |