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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 | $99,307 | $109,905-9.6% | $98,506+0.8% | $167,553-40.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 11.60% | 1960.20%-1948.6pp | 1494.92%-1483.3pp | 478.89%-467.3pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,223 | $4,674+33.1% | $4,277+45.5% | $6,343-1.9% |
| Admin fee / account holder | $41,164 | $6,760+508.9% | $5,955+591.3% | $12,316+234.2% |