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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 | $88,154 | $112,933-21.9% | $90,970-3.1% | $158,982-44.6% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 37.53% | 215.82%-178.3pp | 134.60%-97.1pp | 302.99%-265.5pp |
| Employer contribution / active EE | $3,954 | $2,893+36.7% | $2,122+86.3% | $4,763-17.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,094 | $8,047+0.6% | $5,961+35.8% | $11,252-28.1% |