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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 | $74,104 | $88,754-16.5% | $81,820-9.4% | $145,877-49.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 19.43% | 1031.77%-1012.3pp | 777.93%-758.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,826 | $4,648-39.2% | $4,323-34.6% | $6,691-57.8% |
| Admin fee / account holder | $90,103 | $8,424+969.6% | $7,391+1119.2% | $13,402+572.3% |