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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 | $68,584 | $96,678-29.1% | $86,640-20.8% | $139,466-50.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 15.95% | 106.69%-90.7pp | 592.52%-576.6pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,753 | $3,265-46.3% | $3,024-42.0% | $4,754-63.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $694 | $6,410-89.2% | $5,616-87.6% | $11,409-93.9% |