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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 | $159,233 | $100,938+57.8% | $90,461+76.0% | $158,982+0.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 12.79% | 1727.20%-1714.4pp | 1294.76%-1282.0pp | 302.99%-290.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,033 | $4,350-53.3% | $3,964-48.7% | $5,983-66.0% |
| Admin fee / account holder | $8,404 | $6,510+29.1% | $5,617+49.6% | $11,252-25.3% |