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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 | $88,778-16.5% | $81,844-9.5% | $145,884-49.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 19.43% | 1033.03%-1013.6pp | 778.87%-759.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,826 | $4,648-39.2% | $4,323-34.6% | $6,690-57.8% |
| Admin fee / account holder | $90,103 | $8,430+968.8% | $7,355+1125.0% | $13,392+572.8% |