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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 | $98,758 | $90,614+9.0% | $76,089+29.8% | $145,877-32.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 10.96% | 623.80%-612.8pp | 360.94%-350.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,720 | $5,168+49.4% | $4,259+81.3% | $6,691+15.4% |
| Admin fee / account holder | $980 | $8,376-88.3% | $6,418-84.7% | $13,402-92.7% |