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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 | $114,252 | $106,905+6.9% | $84,020+36.0% | $152,885-25.3% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.5%+4.2pp |
| Annual return | 22.91% | 105.00%-82.1pp | 71.31%-48.4pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,333 | $2,735+21.9% | $1,984+68.1% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,305 | $8,287-72.2% | $6,101-62.2% | $11,598-80.1% |