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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 | $72,465+219.9% | $67,575+243.0% | $145,884+58.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.19% | 7222.56%-7210.4pp | 3528.98%-3516.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,027 | $4,786-36.7% | $4,003-24.4% | $6,690-54.7% |
| Admin fee / account holder | $2,337 | $5,515-57.6% | $3,993-41.5% | $13,392-82.5% |