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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 | $163,647 | $100,938+62.1% | $90,461+80.9% | $158,982+2.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 23.21% | 1727.20%-1704.0pp | 1294.76%-1271.6pp | 302.99%-279.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,525 | $4,350+27.0% | $3,964+39.4% | $5,983-7.7% |
| Admin fee / account holder | $1,081 | $6,510-83.4% | $5,617-80.8% | $11,252-90.4% |