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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 | $72,426+27.5% | $67,560+36.7% | $145,897-36.7% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 12.91% | 7226.78%-7213.9pp | 3533.50%-3520.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,444 | $4,785-7.1% | $4,004+11.0% | $6,689-33.6% |
| Admin fee / account holder | $745 | $5,514-86.5% | $3,994-81.3% | $13,390-94.4% |