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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 | $83,975 | $73,546+14.2% | $63,018+33.3% | $147,586-43.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 16.87% | 175.56%-158.7pp | 87.62%-70.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,136 | $4,185+22.7% | $3,330+54.3% | $5,439-5.6% |
| Admin fee / account holder | $4,837 | $5,956-18.8% | $3,601+34.3% | $10,886-55.6% |