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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 | $67,666 | $88,815-23.8% | $81,882-17.4% | $145,897-53.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 11.19% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,359 | $4,647-6.2% | $4,323+0.8% | $6,689-34.8% |
| Admin fee / account holder | $570 | $8,434-93.2% | $7,360-92.3% | $13,390-95.7% |