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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 | $99,724 | $68,097+46.4% | $62,929+58.5% | $137,256-27.3% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 13.03% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,908 | $4,553+161.6% | $3,888+206.3% | $6,407+85.9% |
| Admin fee / account holder | $6,680 | $6,521+2.4% | $5,065+31.9% | $12,270-45.6% |