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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 | $97,741 | $88,778+10.1% | $81,844+19.4% | $145,884-33.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 15.18% | 1033.03%-1017.9pp | 778.87%-763.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,051 | $4,648+116.2% | $4,323+132.5% | $6,690+50.2% |
| Admin fee / account holder | $7,598 | $8,430-9.9% | $7,355+3.3% | $13,392-43.3% |