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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 | $120,857 | $58,391+107.0% | $76,667+57.6% | $72,976+65.6% |
| Participation rate | 72.5% | 67.4%+5.1pp | 72.1%+0.4pp | 69.5%+3.0pp |
| Annual return | 18.27% | 2306.65%-2288.4pp | 1166.74%-1148.5pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,632 | $2,690+35.0% | $3,336+8.9% | $3,608+0.7% |
| Admin fee / account holder | $823 | $4,014-79.5% | $6,423-87.2% | $5,124-83.9% |