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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 | $94,165 | $84,741+11.1% | $75,731+24.3% | $167,553-43.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 123.80% | 199.72%-75.9pp | 104.65%+19.1pp | 478.89%-355.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,863 | $4,577+49.9% | $3,820+79.7% | $6,343+8.2% |
| Admin fee / account holder | $2,420 | $5,361-54.9% | $3,620-33.2% | $12,316-80.4% |