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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 | $183,498 | $96,691+89.8% | $86,656+111.8% | $139,487+31.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 21.04% | 106.87%-85.8pp | 593.09%-572.1pp | 373.84%-352.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $18,379 | $4,838+279.9% | $4,439+314.0% | $6,713+173.8% |
| Admin fee / account holder | $14,027 | $6,414+118.7% | $5,619+149.6% | $11,407+23.0% |