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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 | $72,446+85.6% | $67,561+99.0% | $145,877-7.8% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 13.55% | 7211.98%-7198.4pp | 3525.44%-3511.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $892 | $4,785-81.4% | $4,003-77.7% | $6,691-86.7% |
| Admin fee / account holder | $4,144 | $5,541-25.2% | $4,006+3.5% | $13,402-69.1% |