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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 | $34,880 | $68,097-48.8% | $62,929-44.6% | $137,256-74.6% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 13.46% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,438 | $4,553+41.4% | $3,888+65.6% | $6,407+0.5% |
| Admin fee / account holder | $16,519 | $6,521+153.3% | $5,065+226.2% | $12,270+34.6% |