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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 | $64,890 | $185,199-65.0% | $142,874-54.6% | $167,518-61.3% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 15.81% | 8556.90%-8541.1pp | 5638.58%-5622.8pp | 478.71%-462.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,890 | $4,495+31.0% | $3,838+53.5% | $6,342-7.1% |
| Admin fee / account holder | $760 | $8,031-90.5% | $6,561-88.4% | $12,312-93.8% |