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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 | $62,332 | $95,979-35.1% | $74,551-16.4% | $135,380-54.0% |
| Participation rate | 84.2% | 75.7%+8.6pp | 69.1%+15.1pp | 82.6%+1.6pp |
| Annual return | 41.72% | 56.97%-15.3pp | 32.53%+9.2pp | 519.81%-478.1pp |
| Employer contribution / active EE | $6,875 | $2,716+153.1% | $1,961+250.6% | $4,779+43.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,214 | $6,522+10.6% | $5,059+42.6% | $10,828-33.4% |