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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 | $13,327 | $96,678-86.2% | $86,640-84.6% | $139,466-90.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 15.20% | 106.69%-91.5pp | 592.52%-577.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $3,696 | $3,265+13.2% | $3,024+22.2% | $4,754-22.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $536 | $6,410-91.6% | $5,616-90.4% | $11,409-95.3% |