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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 | $79,325 | $101,591-21.9% | $147,096-46.1% | $74,429+6.6% |
| Participation rate | 79.2% | 75.5%+3.6pp | 82.2%-3.0pp | 67.2%+12.0pp |
| Annual return | 16.81% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $18,158 | $7,302+148.7% | $8,071+125.0% | $4,348+317.6% |
| Admin fee / account holder | $4,479 | $1,750+155.9% | $13,005-65.6% | $1,944+130.4% |