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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 | $32,078 | $185,225-82.7% | $142,898-77.6% | $167,536-80.9% |
| Participation rate | 76.5% | 78.5%-2.0pp | 72.0%+4.5pp | 82.1%-5.6pp |
| Annual return | 12.95% | 8558.12%-8545.2pp | 5639.64%-5626.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,821 | $4,496-37.3% | $3,838-26.5% | $6,342-55.5% |
| Admin fee / account holder | $776 | $8,032-90.3% | $6,560-88.2% | $12,315-93.7% |