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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 | $123,697 | $72,426+70.8% | $67,560+83.1% | $145,897-15.2% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 15.49% | 7226.78%-7211.3pp | 3533.50%-3518.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,280 | $4,785+219.3% | $4,004+281.6% | $6,689+128.4% |
| Admin fee / account holder | $4,252 | $5,514-22.9% | $3,994+6.5% | $13,390-68.2% |