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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 | $70,280 | $49,199+42.8% | $121,204-42.0% | $75,173-6.5% |
| Participation rate | 71.6% | 55.4%+16.2pp | 69.5%+2.1pp | 67.2%+4.4pp |
| Annual return | 15.49% | 56.04%-40.6pp | 987.18%-971.7pp | 160.72%-145.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,695 | $2,630+192.6% | $4,083+88.5% | $4,126+86.5% |
| Admin fee / account holder | $13,183 | $3,946+234.1% | $5,651+133.3% | $5,651+133.3% |