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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 | $33,740 | $68,097-50.5% | $62,929-46.4% | $137,256-75.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 16.65% | 1859.11%-1842.5pp | 1063.93%-1047.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,160 | $4,553-8.6% | $3,888+7.0% | $6,407-35.1% |
| Admin fee / account holder | $582 | $6,521-91.1% | $5,065-88.5% | $12,270-95.3% |