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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 | $66,787 | $138,114-51.6% | $125,391-46.7% | $134,545-50.4% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | 27.14% | 750.88%-723.7pp | 572.41%-545.3pp | 418.37%-391.2pp |
| Employer contribution / active EE | $19,300 | $5,246+267.9% | $4,816+300.8% | $4,742+307.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,998 | $11,570-48.2% | $10,009-40.1% | $11,431-47.5% |