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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 | $72,115 | $96,388-25.2% | $80,627-10.6% | $139,466-48.3% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.77% | 1352.08%-1331.3pp | 936.76%-916.0pp | 373.66%-352.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,923 | $5,224-44.0% | $4,443-34.2% | $6,712-56.4% |
| Admin fee / account holder | $2,626 | $6,603-60.2% | $5,381-51.2% | $11,409-77.0% |