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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 | $106,176 | $88,754+19.6% | $81,820+29.8% | $145,877-27.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 11.33% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,743 | $4,648+45.1% | $4,323+56.0% | $6,691+0.8% |
| Admin fee / account holder | $31,898 | $8,424+278.7% | $7,391+331.6% | $13,402+138.0% |