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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 | $58,814 | $106,005-44.5% | $92,239-36.2% | $147,585-60.1% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 62.86% | 50.05%+12.8pp | 176.29%-113.4pp | 578.58%-515.7pp |
| Employer contribution / active EE | $3,686 | $4,333-14.9% | $3,680+0.2% | $4,876-24.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,936 | $6,333-53.6% | $5,194-43.5% | $10,886-73.0% |