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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 | $34,425 | $76,368-54.9% | $67,681-49.1% | $154,746-77.8% |
| Participation rate | 89.5% | 79.0%+10.5pp | 73.7%+15.7pp | 80.7%+8.8pp |
| Annual return | 14.37% | 1066.77%-1052.4pp | 590.58%-576.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,866 | $4,824-61.3% | $3,976-53.1% | $6,730-72.3% |
| Admin fee / account holder | $3,125 | $8,559-63.5% | $6,100-48.8% | $14,365-78.2% |