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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 | $134,431 | $72,465+85.5% | $67,575+98.9% | $145,884-7.9% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 13.55% | 7222.56%-7209.0pp | 3528.98%-3515.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $892 | $4,786-81.4% | $4,003-77.7% | $6,690-86.7% |
| Admin fee / account holder | $4,144 | $5,515-24.9% | $3,993+3.8% | $13,392-69.1% |