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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 | $33,029 | $180,749-81.7% | $160,784-79.5% | $137,256-75.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 17.76% | 2234.46%-2216.7pp | 1803.92%-1786.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,718 | $6,844-45.7% | $6,293-40.9% | $6,407-42.0% |
| Admin fee / account holder | $37,540 | $10,397+261.1% | $9,717+286.3% | $12,270+205.9% |