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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 | $105,622 | $70,121+50.6% | $63,803+65.5% | $138,895-24.0% |
| Participation rate | 91.7% | 77.2%+14.5pp | 72.7%+19.0pp | 79.9%+11.7pp |
| Annual return | 13.55% | 946.48%-932.9pp | 543.72%-530.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,446 | $4,535-68.1% | $3,843-62.4% | $6,396-77.4% |
| Admin fee / account holder | $2,369 | $6,738-64.8% | $5,196-54.4% | $12,562-81.1% |