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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 | $93,749 | $104,924-10.7% | $84,623+10.8% | $152,885-38.7% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 22.00% | 373.82%-351.8pp | 258.77%-236.8pp | 345.39%-323.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,472 | $4,689-4.6% | $3,899+14.7% | $5,851-23.6% |
| Admin fee / account holder | $32,374 | $6,242+418.7% | $4,913+558.9% | $11,598+179.1% |