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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 | $58,006 | $99,011-41.4% | $86,582-33.0% | $147,586-60.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.62% | 1312.75%-1297.1pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,150 | $3,132+0.6% | $2,839+10.9% | $4,876-35.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,510 | $5,709-73.5% | $4,904-69.2% | $10,886-86.1% |