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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 | $89,084 | $106,005-16.0% | $92,239-3.4% | $147,585-39.6% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 18.84% | 50.05%-31.2pp | 176.29%-157.4pp | 578.58%-559.7pp |
| Employer contribution / active EE | $7,531 | $4,333+73.8% | $3,680+104.7% | $4,876+54.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,133 | $6,333+60.0% | $5,194+95.1% | $10,886-6.9% |