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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 | $50,284 | $102,382-50.9% | $147,005-65.8% | $80,874-37.8% |
| Participation rate | 90.2% | 75.8%+14.3pp | 82.2%+8.0pp | 67.6%+22.5pp |
| Annual return | 175.23% | 134.89%+40.3pp | 418.76%-243.5pp | 35.62%+139.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,860 | $6,646+153.7% | $8,070+108.9% | $4,297+292.4% |
| Admin fee / account holder | $2,019 | $7,942-74.6% | $13,006-84.5% | $6,935-70.9% |