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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 | $15,541 | $96,691-83.9% | $86,656-82.1% | $139,487-88.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 94.96% | 106.87%-11.9pp | 593.09%-498.1pp | 373.84%-278.9pp |
| Employer contribution / active EE | $2,722 | $3,267-16.7% | $3,025-10.0% | $4,755-42.7% |
| Participant deferral / active EE | $2,679 | $4,838-44.6% | $4,439-39.7% | $6,713-60.1% |
| Admin fee / account holder | $2,991 | $6,414-53.4% | $5,619-46.8% | $11,407-73.8% |