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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 | $34,880 | $169,356-79.4% | $129,406-73.0% | $145,897-76.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 20.32% | 14418.62%-14398.3pp | 9468.18%-9447.9pp | 552.29%-532.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,007 | $4,987-39.7% | $4,167-27.9% | $6,689-55.1% |
| Admin fee / account holder | $626 | $9,915-93.7% | $7,689-91.9% | $13,390-95.3% |