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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 | $60,931 | $156,970-61.2% | $121,210-49.7% | $139,487-56.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.3pp | 80.3%+8.6pp |
| Annual return | 17.65% | 1477.10%-1459.5pp | 987.41%-969.8pp | 373.84%-356.2pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,192 | $4,849+48.3% | $4,084+76.1% | $6,713+7.1% |
| Admin fee / account holder | $6,363 | $6,947-8.4% | $5,647+12.7% | $11,407-44.2% |