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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 | $125,418 | $102,696+22.1% | $86,235+45.4% | $139,487-10.1% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.0%+13.4pp | 80.3%+2.0pp |
| Annual return | 14.00% | 1925.91%-1911.9pp | 1170.03%-1156.0pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,167 | $4,679-32.3% | $3,987-20.6% | $6,713-52.8% |
| Admin fee / account holder | $2,533 | $8,667-70.8% | $6,856-63.0% | $11,407-77.8% |