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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 | $83,084 | $65,555+26.7% | $86,216-3.6% | $75,173+10.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.84% | 46.07%-33.2pp | 1169.42%-1156.6pp | 160.72%-147.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,481 | $3,023+81.3% | $3,986+37.5% | $4,126+32.8% |
| Admin fee / account holder | $3,312 | $5,469-39.4% | $6,853-51.7% | $5,651-41.4% |