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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 | $82,782 | $111,785-25.9% | $93,669-11.6% | $145,877-43.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 35.93% | 203.79%-167.9pp | 133.59%-97.7pp | 551.28%-515.4pp |
| Employer contribution / active EE | $10,798 | $3,096+248.8% | $2,424+345.6% | $4,663+131.6% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,689 | $10,256-5.5% | $8,291+16.9% | $13,402-27.7% |