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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 | $42,163 | $72,465-41.8% | $67,575-37.6% | $145,884-71.1% |
| Participation rate | 81.8% | 76.9%+4.9pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 14.96% | 7222.56%-7207.6pp | 3528.98%-3514.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,375 | $4,786-29.5% | $4,003-15.7% | $6,690-49.6% |
| Admin fee / account holder | $5,291 | $5,515-4.1% | $3,993+32.5% | $13,392-60.5% |