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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 | $178,919 | $58,391+206.4% | $76,667+133.4% | $72,976+145.2% |
| Participation rate | 81.6% | 67.4%+14.3pp | 72.1%+9.5pp | 69.5%+12.1pp |
| Annual return | 20.33% | 2306.65%-2286.3pp | 1166.74%-1146.4pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,026 | $2,690+12.5% | $3,336-9.3% | $3,608-16.1% |
| Admin fee / account holder | $6,859 | $4,014+70.9% | $6,423+6.8% | $5,124+33.9% |