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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 | $135,069 | $100,911+33.8% | $90,440+49.3% | $158,966-15.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 8.53% | 1726.62%-1718.1pp | 1294.38%-1285.9pp | 302.95%-294.4pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,932 | $4,348+59.4% | $3,964+74.9% | $5,983+15.9% |
| Admin fee / account holder | $29,599 | $6,507+354.9% | $5,615+427.2% | $11,250+163.1% |