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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 | $95,277 | $114,073-16.5% | $96,161-0.9% | $167,518-43.1% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 9.80% | 189.95%-180.1pp | 192.01%-182.2pp | 478.71%-468.9pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,598 | $5,195-30.7% | $4,349-17.3% | $6,342-43.3% |
| Admin fee / account holder | $48,919 | $6,899+609.1% | $5,538+783.3% | $12,312+297.3% |