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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 | $247,975 | $100,938+145.7% | $90,461+174.1% | $158,982+56.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 16.42% | 1727.20%-1710.8pp | 1294.76%-1278.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,847 | $4,350+310.3% | $3,964+350.2% | $5,983+198.3% |
| Admin fee / account holder | $2,308 | $6,510-64.6% | $5,617-58.9% | $11,252-79.5% |