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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 | $116,539 | $100,938+15.5% | $90,461+28.8% | $158,982-26.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 15.31% | 1727.20%-1711.9pp | 1294.76%-1279.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,996 | $4,350+14.9% | $3,964+26.0% | $5,983-16.5% |
| Admin fee / account holder | $4,355 | $6,510-33.1% | $5,617-22.5% | $11,252-61.3% |