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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 | $191,401 | $72,396+164.4% | $67,511+183.5% | $145,959+31.1% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 11.31% | 7194.07%-7182.8pp | 3517.41%-3506.1pp | 561.95%-550.6pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,080 | $4,781-56.5% | $4,000-48.0% | $6,689-68.9% |
| Admin fee / account holder | $692 | $5,538-87.5% | $3,999-82.7% | $13,398-94.8% |