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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 | $73,421-47.1% | $66,439-41.5% | $155,188-75.0% |
| Participation rate | 85.7% | 79.7%+6.0pp | 74.5%+11.2pp | 80.8%+4.9pp |
| Annual return | 9.54% | 1382.37%-1372.8pp | 757.66%-748.1pp | 148.84%-139.3pp |
| Employer contribution / active EE | $5,582 | $3,039+83.7% | $2,637+111.7% | $4,248+31.4% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $304 | $8,856-96.6% | $6,173-95.1% | $14,480-97.9% |