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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 | $90,928 | $106,005-14.2% | $92,239-1.4% | $147,585-38.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 11.58% | 50.05%-38.5pp | 176.29%-164.7pp | 578.58%-567.0pp |
| Employer contribution / active EE | $15,125 | $4,333+249.0% | $3,680+311.0% | $4,876+210.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,105 | $6,333+438.5% | $5,194+556.6% | $10,886+213.3% |