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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 | $96,166 | $106,008-9.3% | $92,240+4.3% | $147,586-34.8% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 16.89% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $3,125 | $4,333-27.9% | $3,680-15.1% | $4,876-35.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,214 | $6,333+77.1% | $5,194+115.9% | $10,886+3.0% |