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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 | $105,622 | $68,097+55.1% | $62,929+67.8% | $137,256-23.0% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 13.55% | 1859.11%-1845.6pp | 1063.93%-1050.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,446 | $4,553-68.2% | $3,888-62.8% | $6,407-77.4% |
| Admin fee / account holder | $2,369 | $6,521-63.7% | $5,065-53.2% | $12,270-80.7% |