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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 | $21,508 | $72,071-70.2% | $68,368-68.5% | $137,256-84.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 93.23% | 353.14%-259.9pp | 292.57%-199.3pp | 220.34%-127.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,859 | $4,410+10.2% | $4,123+17.9% | $6,407-24.2% |
| Admin fee / account holder | $384 | $5,336-92.8% | $5,150-92.5% | $12,270-96.9% |