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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 | $52,708 | $45,152+16.7% | $73,836-28.6% | $59,633-11.6% |
| Participation rate | 79.3% | 64.0%+15.3pp | 73.4%+5.9pp | 68.7%+10.6pp |
| Annual return | 2.76% | 27.40%-24.6pp | 2268.06%-2265.3pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,331 | $2,573+29.5% | $3,583-7.0% | $3,192+4.4% |
| Admin fee / account holder | $13,684 | $3,515+289.3% | $4,882+180.3% | $4,297+218.5% |