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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 | $25,282 | $88,754-71.5% | $81,820-69.1% | $145,877-82.7% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 12.46% | 1031.77%-1019.3pp | 777.93%-765.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,528 | $4,648+19.0% | $4,323+27.9% | $6,691-17.4% |
| Admin fee / account holder | $1,544 | $8,424-81.7% | $7,391-79.1% | $13,402-88.5% |