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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 | $9,359 | $68,097-86.3% | $62,929-85.1% | $137,256-93.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 21.35% | 1859.11%-1837.8pp | 1063.93%-1042.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,376 | $4,553+18.1% | $3,888+38.3% | $6,407-16.1% |
| Admin fee / account holder | $2,293 | $6,521-64.8% | $5,065-54.7% | $12,270-81.3% |