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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 | $53,119 | $76,368-30.4% | $67,681-21.5% | $154,746-65.7% |
| Participation rate | 88.9% | 79.0%+9.9pp | 73.7%+15.2pp | 80.7%+8.2pp |
| Annual return | 10.74% | 1066.77%-1056.0pp | 590.58%-579.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $4,001 | $3,151+26.9% | $2,678+49.4% | $4,379-8.6% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,408 | $8,559+9.9% | $6,100+54.2% | $14,365-34.5% |