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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 | $62,507 | $99,009-36.9% | $86,581-27.8% | $147,585-57.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.19% | 1312.70%-1299.5pp | 965.06%-951.9pp | 578.58%-565.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,740 | $3,972+44.5% | $3,609+59.1% | $5,439+5.5% |
| Admin fee / account holder | $8,256 | $5,709+44.6% | $4,904+68.4% | $10,886-24.2% |