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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 | $33,866 | $88,815-61.9% | $81,882-58.6% | $145,897-76.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 15.59% | 1033.75%-1018.2pp | 779.47%-763.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,558 | $4,647+19.6% | $4,323+28.6% | $6,689-16.9% |
| Admin fee / account holder | $1,539 | $8,434-81.8% | $7,360-79.1% | $13,390-88.5% |