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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 | $46,205 | $156,963-70.6% | $121,204-61.9% | $139,466-66.9% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.5%+23.3pp | 80.3%+12.5pp |
| Annual return | 11.74% | 1476.75%-1465.0pp | 987.18%-975.4pp | 373.66%-361.9pp |
| Employer contribution / active EE | $2,734 | $5,544-50.7% | $4,170-34.4% | $4,754-42.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,341 | $6,953-23.2% | $5,651-5.5% | $11,409-53.2% |