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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 | $88,754-61.8% | $81,820-58.6% | $145,877-76.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 15.59% | 1031.77%-1016.2pp | 777.93%-762.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,558 | $4,648+19.6% | $4,323+28.6% | $6,691-16.9% |
| Admin fee / account holder | $1,539 | $8,424-81.7% | $7,391-79.2% | $13,402-88.5% |