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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 | $38,869 | $76,368-49.1% | $67,681-42.6% | $154,746-74.9% |
| Participation rate | 85.7% | 79.0%+6.8pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 9.54% | 1066.77%-1057.2pp | 590.58%-581.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $5,582 | $3,151+77.1% | $2,678+108.4% | $4,379+27.5% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $304 | $8,559-96.5% | $6,100-95.0% | $14,365-97.9% |