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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 | $34,417 | $111,878-69.2% | $93,727-63.3% | $145,897-76.4% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 11.16% | 204.28%-193.1pp | 133.83%-122.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,670 | $4,920-66.1% | $4,417-62.2% | $6,689-75.0% |
| Admin fee / account holder | $1,103 | $10,256-89.2% | $8,292-86.7% | $13,390-91.8% |