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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 | $67,846 | $156,927-56.8% | $121,169-44.0% | $139,456-51.3% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 18.63% | 1475.85%-1457.2pp | 986.71%-968.1pp | 373.45%-354.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,127 | $4,848+67.6% | $4,083+99.1% | $6,711+21.1% |
| Admin fee / account holder | $1,060 | $6,946-84.7% | $5,645-81.2% | $11,407-90.7% |