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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 | $42,684 | $96,691-55.9% | $86,656-50.7% | $139,487-69.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 13.19% | 106.87%-93.7pp | 593.09%-579.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $5,096 | $3,267+56.0% | $3,025+68.5% | $4,755+7.2% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,283 | $6,414-33.2% | $5,619-23.8% | $11,407-62.5% |