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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 | $50,015 | $76,608-34.7% | $56,077-10.8% | $145,877-65.7% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+41.9pp | 80.3%+14.1pp |
| Annual return | 9.72% | 3009.59%-2999.9pp | 1709.28%-1699.6pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,510 | $2,624+33.8% | $1,954+79.6% | $6,691-47.5% |
| Admin fee / account holder | $12,552 | $3,325+277.5% | $2,825+344.4% | $13,402-6.3% |