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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 | $24,913 | $96,678-74.2% | $86,640-71.2% | $139,466-82.1% |
| Participation rate | 81.0% | 74.4%+6.5pp | 71.7%+9.2pp | 80.3%+0.6pp |
| Annual return | 16.43% | 106.69%-90.3pp | 592.52%-576.1pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,989 | $4,837+3.2% | $4,438+12.4% | $6,712-25.7% |
| Admin fee / account holder | $5,390 | $6,410-15.9% | $5,616-4.0% | $11,409-52.8% |