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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 | $85,066 | $106,008-19.8% | $92,240-7.8% | $147,586-42.4% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 13.28% | 50.05%-36.8pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,017 | $4,478+12.0% | $3,897+28.7% | $5,439-7.7% |
| Admin fee / account holder | $3,543 | $6,333-44.1% | $5,194-31.8% | $10,886-67.5% |