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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 | $65,649 | $73,546-10.7% | $63,018+4.2% | $147,586-55.5% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.7pp | 82.8%+12.6pp |
| Annual return | 11.89% | 175.56%-163.7pp | 87.62%-75.7pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,310 | $4,185+26.9% | $3,330+59.5% | $5,439-2.4% |
| Admin fee / account holder | $1,481 | $5,956-75.1% | $3,601-58.9% | $10,886-86.4% |