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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 | $91,438 | $88,815+3.0% | $81,882+11.7% | $145,897-37.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 11.58% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $10,000 | $3,086+224.0% | $2,916+242.9% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,287 | $8,434-84.7% | $7,360-82.5% | $13,390-90.4% |