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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 | $79,325 | $101,499-21.8% | $147,005-46.0% | $74,546+6.4% |
| Participation rate | 79.2% | 75.5%+3.6pp | 82.2%-3.0pp | 67.2%+12.0pp |
| Annual return | 16.81% | 8732.34%-8715.5pp | 418.76%-402.0pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $18,158 | $7,304+148.6% | $8,070+125.0% | $4,347+317.7% |
| Admin fee / account holder | $4,479 | $1,748+156.3% | $13,006-65.6% | $1,944+130.5% |