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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 | $130,219 | $100,938+29.0% | $90,461+44.0% | $158,982-18.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 20.51% | 1727.20%-1706.7pp | 1294.76%-1274.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,530 | $4,350-64.8% | $3,964-61.4% | $5,983-74.4% |
| Admin fee / account holder | $27,159 | $6,510+317.2% | $5,617+383.5% | $11,252+141.4% |