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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 | $92,344 | $72,396+27.6% | $67,511+36.8% | $145,959-36.7% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 12.91% | 7194.07%-7181.2pp | 3517.41%-3504.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,444 | $4,781-7.1% | $4,000+11.1% | $6,689-33.6% |
| Admin fee / account holder | $745 | $5,538-86.5% | $3,999-81.4% | $13,398-94.4% |