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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 | $92,295 | $72,426+27.4% | $67,560+36.6% | $145,897-36.7% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 14.81% | 7226.78%-7212.0pp | 3533.50%-3518.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,559 | $4,785+37.1% | $4,004+63.8% | $6,689-1.9% |
| Admin fee / account holder | $870 | $5,514-84.2% | $3,994-78.2% | $13,390-93.5% |