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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 | $56,711 | $176,688-67.9% | $130,660-56.6% | $152,909-62.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.5%+5.0pp |
| Annual return | 18.79% | 2693.08%-2674.3pp | 1709.29%-1690.5pp | 345.46%-326.7pp |
| Employer contribution / active EE | $963 | $5,743-83.2% | $4,092-76.5% | $4,764-79.8% |
| Participant deferral / active EE | $1,796 | $4,362-58.8% | $3,603-50.2% | $5,851-69.3% |
| Admin fee / account holder | $12,089 | $7,131+69.5% | $5,463+121.3% | $11,601+4.2% |