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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 | $88,702-61.6% | $81,780-58.4% | $145,978-76.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 20.13% | 1029.12%-1009.0pp | 776.27%-756.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,187 | $4,645+33.2% | $4,321+43.2% | $6,690-7.5% |
| Admin fee / account holder | $854 | $8,414-89.9% | $7,384-88.4% | $13,400-93.6% |