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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 | $66,567 | $99,011-32.8% | $86,582-23.1% | $147,586-54.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 13.82% | 1312.75%-1298.9pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $4,167 | $3,132+33.0% | $2,839+46.7% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,303 | $5,709-7.1% | $4,904+8.1% | $10,886-51.3% |