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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 | $53,277 | $73,421-27.4% | $66,439-19.8% | $155,188-65.7% |
| Participation rate | 83.3% | 79.7%+3.6pp | 74.5%+8.8pp | 80.8%+2.5pp |
| Annual return | 8.47% | 1382.37%-1373.9pp | 757.66%-749.2pp | 148.84%-140.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,645 | $4,680-64.8% | $3,876-57.6% | $6,531-74.8% |
| Admin fee / account holder | $9,917 | $8,856+12.0% | $6,173+60.6% | $14,480-31.5% |