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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 | $65,460 | $68,097-3.9% | $62,929+4.0% | $137,256-52.3% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.0%+4.7pp |
| Annual return | 12.36% | 1859.11%-1846.8pp | 1063.93%-1051.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,154 | $4,553-74.7% | $3,888-70.3% | $6,407-82.0% |
| Admin fee / account holder | $8,263 | $6,521+26.7% | $5,065+63.1% | $12,270-32.7% |