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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 | $86,135 | $49,891+72.6% | $80,607+6.9% | $75,181+14.6% |
| Participation rate | 92.0% | 55.3%+36.7pp | 67.0%+25.0pp | 67.2%+24.8pp |
| Annual return | 16.86% | 34.67%-17.8pp | 936.11%-919.2pp | 160.69%-143.8pp |
| Employer contribution / active EE | $4,433 | $1,698+161.0% | $2,724+62.7% | $2,671+66.0% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,828 | $3,578-48.9% | $5,379-66.0% | $5,650-67.6% |