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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 | $72,523 | $137,414-47.2% | $189,520-61.7% | $85,856-15.5% |
| Participation rate | 72.2% | 84.6%-12.4pp | 87.8%-15.6pp | 69.3%+2.9pp |
| Annual return | 25.92% | 38.14%-12.2pp | 555.25%-529.3pp | 318.58%-292.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,828 | $6,260+89.0% | $8,220+43.9% | $3,952+199.3% |
| Admin fee / account holder | $12,224 | $8,630+41.6% | $12,046+1.5% | $6,261+95.2% |