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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 | $41,572 | $84,713-50.9% | $75,717-45.1% | $167,518-75.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 26.24% | 199.49%-173.3pp | 104.58%-78.3pp | 478.71%-452.5pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,113 | $4,578-32.0% | $3,821-18.5% | $6,342-50.9% |
| Admin fee / account holder | $1,511 | $5,357-71.8% | $3,619-58.2% | $12,312-87.7% |