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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 | $151,717 | $102,382+48.2% | $147,005+3.2% | $80,874+87.6% |
| Participation rate | 77.4% | 75.8%+1.5pp | 82.2%-4.8pp | 67.6%+9.7pp |
| Annual return | 25.61% | 134.89%-109.3pp | 418.76%-393.2pp | 35.62%-10.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,295 | $6,646+39.8% | $8,070+15.2% | $4,297+116.3% |
| Admin fee / account holder | $5,021 | $7,942-36.8% | $13,006-61.4% | $6,935-27.6% |