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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 | $62,330 | $96,691-35.5% | $86,656-28.1% | $139,487-55.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 14.27% | 106.87%-92.6pp | 593.09%-578.8pp | 373.84%-359.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,805 | $4,838-0.7% | $4,439+8.2% | $6,713-28.4% |
| Admin fee / account holder | $394 | $6,414-93.9% | $5,619-93.0% | $11,407-96.5% |