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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 | $33,740 | $70,121-51.9% | $63,803-47.1% | $138,895-75.7% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 16.65% | 946.48%-929.8pp | 543.72%-527.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,160 | $4,535-8.3% | $3,843+8.2% | $6,396-35.0% |
| Admin fee / account holder | $582 | $6,738-91.4% | $5,196-88.8% | $12,562-95.4% |