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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 | $41,794 | $96,691-56.8% | $86,656-51.8% | $139,487-70.0% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 13.89% | 106.87%-93.0pp | 593.09%-579.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,678 | $4,838+58.7% | $4,439+73.0% | $6,713+14.4% |
| Admin fee / account holder | $2,843 | $6,414-55.7% | $5,619-49.4% | $11,407-75.1% |