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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 | $22,387 | $176,688-87.3% | $130,660-82.9% | $152,897-85.4% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 18.50% | 2693.08%-2674.6pp | 1709.29%-1690.8pp | 345.43%-326.9pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $986 | $4,362-77.4% | $3,603-72.6% | $5,851-83.2% |
| Admin fee / account holder | $3,297 | $7,131-53.8% | $5,463-39.7% | $11,599-71.6% |