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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 | $38,361 | $149,040-74.3% | $120,225-68.1% | $137,256-72.1% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 15.17% | 605.68%-590.5pp | 439.23%-424.1pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,000 | $4,655+28.9% | $3,999+50.0% | $6,407-6.3% |
| Admin fee / account holder | $2,418 | $6,348-61.9% | $5,696-57.5% | $12,270-80.3% |