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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 | $35,250 | $169,336-79.2% | $129,384-72.8% | $145,884-75.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 17.24% | 14408.70%-14391.5pp | 9461.77%-9444.5pp | 551.85%-534.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,986 | $4,985+260.8% | $4,166+331.8% | $6,690+168.9% |
| Admin fee / account holder | $16,041 | $9,912+61.8% | $7,686+108.7% | $13,392+19.8% |