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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 | $111,830-26.0% | $93,696-11.6% | $145,884-43.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 35.93% | 204.08%-168.1pp | 133.74%-97.8pp | 551.85%-515.9pp |
| Employer contribution / active EE | $10,798 | $3,093+249.1% | $2,422+345.9% | $4,662+131.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,689 | $10,249-5.5% | $8,287+16.9% | $13,392-27.6% |