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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 | $55,787 | $81,763-31.8% | $58,561-4.7% | $139,466-60.0% |
| Participation rate | 78.9% | 61.3%+17.6pp | 50.9%+28.1pp | 80.3%-1.4pp |
| Annual return | 12.23% | 7427.77%-7415.5pp | 4251.33%-4239.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,192 | $2,555+142.4% | $1,923+222.0% | $6,712-7.8% |
| Admin fee / account holder | $12,005 | $3,273+266.8% | $2,520+376.3% | $11,409+5.2% |