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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 | $59,599 | $102,696-42.0% | $86,235-30.9% | $139,487-57.3% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 13.18% | 1925.91%-1912.7pp | 1170.03%-1156.9pp | 373.84%-360.7pp |
| Employer contribution / active EE | $10,417 | $3,034+243.3% | $2,381+337.5% | $4,755+119.1% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,264 | $8,667-85.4% | $6,856-81.6% | $11,407-88.9% |