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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 | $57,597 | $185,225-68.9% | $142,898-59.7% | $167,553-65.6% |
| Participation rate | 90.9% | 78.5%+12.4pp | 72.0%+19.0pp | 82.1%+8.8pp |
| Annual return | 29.96% | 8558.12%-8528.2pp | 5639.64%-5609.7pp | 478.89%-448.9pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,780 | $4,496+73.0% | $3,838+102.7% | $6,343+22.7% |
| Admin fee / account holder | $3,626 | $8,032-54.9% | $6,560-44.7% | $12,316-70.6% |