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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 | $39,983 | $106,008-62.3% | $92,240-56.7% | $147,586-72.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 13.08% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,389 | $4,478-69.0% | $3,897-64.4% | $5,439-74.5% |
| Admin fee / account holder | $762 | $6,333-88.0% | $5,194-85.3% | $10,886-93.0% |