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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 | $69,110 | $96,678-28.5% | $86,640-20.2% | $139,466-50.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 16.56% | 106.69%-90.1pp | 592.52%-576.0pp | 373.66%-357.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,785 | $4,837+81.6% | $4,438+97.9% | $6,712+30.9% |
| Admin fee / account holder | $358 | $6,410-94.4% | $5,616-93.6% | $11,409-96.9% |