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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 | $73,484 | $88,778-17.2% | $81,844-10.2% | $145,884-49.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.60% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,561 | $4,648-1.9% | $4,323+5.5% | $6,690-31.8% |
| Admin fee / account holder | $658 | $8,430-92.2% | $7,355-91.1% | $13,392-95.1% |