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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 | $70,877 | $106,003-33.1% | $92,236-23.2% | $147,585-52.0% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 11.16% | 50.05%-38.9pp | 176.29%-165.1pp | 578.57%-567.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,469 | $4,478-22.5% | $3,897-11.0% | $5,439-36.2% |
| Admin fee / account holder | $24,596 | $6,333+288.4% | $5,194+373.6% | $10,885+126.0% |