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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 | $81,587 | $72,465+12.6% | $67,575+20.7% | $145,884-44.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 16.19% | 7222.56%-7206.4pp | 3528.98%-3512.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $8,641 | $3,074+181.1% | $2,736+215.9% | $4,662+85.3% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,430 | $5,515-37.8% | $3,993-14.1% | $13,392-74.4% |