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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 | $101,820 | $109,872-7.3% | $98,483+3.4% | $167,536-39.2% |
| Participation rate | 76.2% | 75.8%+0.4pp | 73.3%+2.8pp | 82.1%-5.9pp |
| Annual return | 26.63% | 1959.31%-1932.7pp | 1494.38%-1467.7pp | 478.82%-452.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,945 | $4,673+70.0% | $4,276+85.8% | $6,342+25.3% |
| Admin fee / account holder | $6,046 | $6,757-10.5% | $5,953+1.6% | $12,315-50.9% |