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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 | $69,530 | $176,688-60.6% | $130,660-46.8% | $152,909-54.5% |
| Participation rate | 81.8% | 79.0%+2.8pp | 71.7%+10.1pp | 82.5%-0.6pp |
| Annual return | 14.03% | 2693.08%-2679.1pp | 1709.29%-1695.3pp | 345.46%-331.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,856 | $4,362-57.5% | $3,603-48.5% | $5,851-68.3% |
| Admin fee / account holder | $379 | $7,131-94.7% | $5,463-93.1% | $11,601-96.7% |