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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 | $32,171 | $63,346-49.2% | $92,240-65.1% | $70,126-54.1% |
| Participation rate | 74.3% | 68.7%+5.6pp | 76.5%-2.2pp | 69.5%+4.7pp |
| Annual return | 13.53% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,877 | $2,854+35.8% | $3,897-0.5% | $3,332+16.4% |
| Admin fee / account holder | $300 | $3,841-92.2% | $5,194-94.2% | $4,645-93.5% |