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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 | $109,311 | $100,938+8.3% | $90,461+20.8% | $158,982-31.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 8.94% | 1727.20%-1718.3pp | 1294.76%-1285.8pp | 302.99%-294.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,644 | $4,350+6.8% | $3,964+17.1% | $5,983-22.4% |
| Admin fee / account holder | $45,214 | $6,510+594.6% | $5,617+705.0% | $11,252+301.8% |