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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 | $119,845 | $96,691+23.9% | $86,656+38.3% | $139,487-14.1% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 25.36% | 106.87%-81.5pp | 593.09%-567.7pp | 373.84%-348.5pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,941 | $4,838-59.9% | $4,439-56.3% | $6,713-71.1% |
| Admin fee / account holder | $5,414 | $6,414-15.6% | $5,619-3.7% | $11,407-52.5% |