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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 | $200,608 | $109,905+82.5% | $98,506+103.7% | $167,553+19.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 13.10% | 1960.20%-1947.1pp | 1494.92%-1481.8pp | 478.89%-465.8pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,162 | $4,674-32.3% | $4,277-26.1% | $6,343-50.1% |
| Admin fee / account holder | $8,626 | $6,760+27.6% | $5,955+44.9% | $12,316-30.0% |