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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 | $53,090 | $100,938-47.4% | $90,461-41.3% | $158,982-66.6% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 21.01% | 1727.20%-1706.2pp | 1294.76%-1273.8pp | 302.99%-282.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,444 | $4,350+71.1% | $3,964+87.8% | $5,983+24.4% |
| Admin fee / account holder | $1,179 | $6,510-81.9% | $5,617-79.0% | $11,252-89.5% |