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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 | $49,695 | $185,225-73.2% | $142,898-65.2% | $167,536-70.3% |
| Participation rate | 88.9% | 78.5%+10.4pp | 72.0%+16.9pp | 82.1%+6.8pp |
| Annual return | 12.11% | 8558.12%-8546.0pp | 5639.64%-5627.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,410 | $4,496+42.6% | $3,838+67.0% | $6,342+1.1% |
| Admin fee / account holder | $2,015 | $8,032-74.9% | $6,560-69.3% | $12,315-83.6% |