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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 | $72,446+70.7% | $67,561+83.1% | $145,877-15.2% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 15.49% | 7211.98%-7196.5pp | 3525.44%-3510.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,280 | $4,785+219.4% | $4,003+281.7% | $6,691+128.4% |
| Admin fee / account holder | $4,252 | $5,541-23.3% | $4,006+6.2% | $13,402-68.3% |