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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 | $34,309 | $99,011-65.3% | $86,582-60.4% | $147,586-76.8% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 15.67% | 1312.75%-1297.1pp | 965.08%-949.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,053 | $3,972-48.3% | $3,609-43.1% | $5,439-62.3% |
| Admin fee / account holder | $452 | $5,709-92.1% | $4,904-90.8% | $10,886-95.8% |