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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 | $55,736 | $185,225-69.9% | $142,898-61.0% | $167,536-66.7% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 16.72% | 8558.12%-8541.4pp | 5639.64%-5622.9pp | 478.82%-462.1pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,368 | $4,496-69.6% | $3,838-64.4% | $6,342-78.4% |
| Admin fee / account holder | $3,450 | $8,032-57.0% | $6,560-47.4% | $12,315-72.0% |