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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 | $71,740 | $99,011-27.5% | $86,582-17.1% | $147,586-51.4% |
| Participation rate | 89.5% | 76.3%+13.1pp | 73.5%+15.9pp | 82.8%+6.6pp |
| Annual return | 18.79% | 1312.75%-1294.0pp | 965.08%-946.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,249 | $3,972+57.3% | $3,609+73.2% | $5,439+14.9% |
| Admin fee / account holder | $8,435 | $5,709+47.8% | $4,904+72.0% | $10,886-22.5% |