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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 | $47,137 | $73,518-35.9% | $63,003-25.2% | $147,585-68.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 11.62% | 175.46%-163.8pp | 87.59%-76.0pp | 578.57%-567.0pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,577 | $4,183-14.5% | $3,329+7.5% | $5,439-34.2% |
| Admin fee / account holder | $1,004 | $5,952-83.1% | $3,600-72.1% | $10,885-90.8% |