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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 | $82,726 | $106,005-22.0% | $92,239-10.3% | $147,585-43.9% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 11.39% | 50.05%-38.7pp | 176.29%-164.9pp | 578.58%-567.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,471 | $4,478-22.5% | $3,897-10.9% | $5,439-36.2% |
| Admin fee / account holder | $10,185 | $6,333+60.8% | $5,194+96.1% | $10,886-6.4% |