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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 | $62,986 | $171,492-63.3% | $150,734-58.2% | $198,609-68.3% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 14.45% | 804.70%-790.3pp | 600.81%-586.4pp | 202.70%-188.2pp |
| Employer contribution / active EE | $24,844 | $5,470+354.2% | $4,918+405.1% | $5,055+391.4% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,454 | $17,628-91.7% | $14,905-90.2% | $19,030-92.4% |