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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 | $32,056 | $90,606-64.6% | $79,466-59.7% | $135,379-76.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 9.22% | 977.69%-968.5pp | 718.28%-709.1pp | 519.79%-510.6pp |
| Employer contribution / active EE | $3,292 | $3,068+7.3% | $2,800+17.5% | $4,779-31.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $439 | $5,895-92.6% | $5,104-91.4% | $10,828-95.9% |