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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 | $48,305 | $76,519-36.9% | $56,025-13.8% | $145,897-66.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 20.68% | 3017.03%-2996.3pp | 1712.69%-1692.0pp | 552.29%-531.6pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $407 | $3,331-87.8% | $2,828-85.6% | $13,390-97.0% |