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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 | $56,108 | $73,518-23.7% | $63,005-10.9% | $147,585-62.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 11.86% | 175.46%-163.6pp | 87.59%-75.7pp | 578.58%-566.7pp |
| Employer contribution / active EE | $5,679 | $3,322+70.9% | $2,760+105.8% | $4,876+16.5% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,186 | $5,952+171.9% | $3,599+349.7% | $10,886+48.7% |