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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 | $85,796 | $100,938-15.0% | $90,461-5.2% | $158,982-46.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 14.27% | 1727.20%-1712.9pp | 1294.76%-1280.5pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,186 | $4,350+111.2% | $3,964+131.7% | $5,983+53.5% |
| Admin fee / account holder | $14,347 | $6,510+120.4% | $5,617+155.4% | $11,252+27.5% |