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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 | $200,147 | $109,905+82.1% | $98,506+103.2% | $167,553+19.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 19.47% | 1960.20%-1940.7pp | 1494.92%-1475.5pp | 478.89%-459.4pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,638 | $4,674+20.6% | $4,277+31.8% | $6,343-11.1% |
| Admin fee / account holder | $997 | $6,760-85.3% | $5,955-83.3% | $12,316-91.9% |