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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 | $174,497 | $96,691+80.5% | $86,656+101.4% | $139,487+25.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 17.12% | 106.87%-89.7pp | 593.09%-576.0pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,097 | $4,838-56.6% | $4,439-52.8% | $6,713-68.8% |
| Admin fee / account holder | $89,167 | $6,414+1290.1% | $5,619+1487.0% | $11,407+681.7% |