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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 | $105,131 | $72,446+45.1% | $67,561+55.6% | $145,877-27.9% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 15.28% | 7211.98%-7196.7pp | 3525.44%-3510.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,429 | $4,785+55.3% | $4,003+85.6% | $6,691+11.0% |
| Admin fee / account holder | $2,308 | $5,541-58.4% | $4,006-42.4% | $13,402-82.8% |