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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 | $99,549 | $72,426+37.4% | $67,560+47.3% | $145,897-31.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 19.27% | 7226.78%-7207.5pp | 3533.50%-3514.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,765 | $4,785-0.4% | $4,004+19.0% | $6,689-28.8% |
| Admin fee / account holder | $7,962 | $5,514+44.4% | $3,994+99.3% | $13,390-40.5% |