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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 | $54,032 | $185,225-70.8% | $142,898-62.2% | $167,553-67.8% |
| Participation rate | 85.0% | 78.5%+6.5pp | 72.0%+13.0pp | 82.1%+2.9pp |
| Annual return | 22.07% | 8558.12%-8536.1pp | 5639.64%-5617.6pp | 478.89%-456.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,915 | $4,496+31.6% | $3,838+54.1% | $6,343-6.7% |
| Admin fee / account holder | $363 | $8,032-95.5% | $6,560-94.5% | $12,316-97.1% |