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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 | $69,915 | $88,778-21.2% | $81,844-14.6% | $145,884-52.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 18.32% | 1033.03%-1014.7pp | 778.87%-760.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,955 | $4,648+6.6% | $4,323+14.6% | $6,690-25.9% |
| Admin fee / account holder | $36,999 | $8,430+338.9% | $7,355+403.0% | $13,392+176.3% |