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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 | $50,663 | $99,031-48.8% | $86,597-41.5% | $147,585-65.7% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 15.01% | 1312.56%-1297.6pp | 964.96%-950.0pp | 578.57%-563.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,673 | $3,972+17.6% | $3,609+29.5% | $5,439-14.1% |
| Admin fee / account holder | $375 | $5,711-93.4% | $4,906-92.4% | $10,885-96.6% |