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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 | $74,756 | $150,447-50.3% | $136,298-45.2% | $147,586-49.3% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 16.63% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,493 | $6,631-17.2% | $6,247-12.1% | $5,439+1.0% |
| Admin fee / account holder | $3,199 | $10,906-70.7% | $9,244-65.4% | $10,886-70.6% |