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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 | $231,783 | $72,396+220.2% | $67,511+243.3% | $145,959+58.8% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.19% | 7194.07%-7181.9pp | 3517.41%-3505.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,027 | $4,781-36.7% | $4,000-24.3% | $6,689-54.7% |
| Admin fee / account holder | $2,337 | $5,538-57.8% | $3,999-41.6% | $13,398-82.6% |