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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 | $136,607 | $102,635+33.1% | $86,209+58.5% | $139,456-2.0% |
| Participation rate | 95.7% | 74.5%+21.1pp | 69.0%+26.7pp | 80.3%+15.3pp |
| Annual return | 14.30% | 1923.53%-1909.2pp | 1169.05%-1154.8pp | 373.45%-359.1pp |
| Employer contribution / active EE | $4,348 | $3,034+43.3% | $2,381+82.6% | $4,753-8.5% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,499 | $8,661-82.7% | $6,853-78.1% | $11,407-86.9% |