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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 | $47,634 | $72,465-34.3% | $67,575-29.5% | $145,884-67.3% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.94% | 7222.56%-7209.6pp | 3528.98%-3516.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,155 | $4,786+112.2% | $4,003+153.6% | $6,690+51.8% |
| Admin fee / account holder | $774 | $5,515-86.0% | $3,993-80.6% | $13,392-94.2% |