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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 | $35,933 | $56,054-35.9% | $171,082-79.0% | $62,881-42.9% |
| Participation rate | 70.7% | 62.9%+7.9pp | 76.7%-6.0pp | 69.3%+1.4pp |
| Annual return | 185.28% | 22.52%+162.8pp | 32.56%+152.7pp | 20.14%+165.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,091 | $3,158-65.5% | $4,797-77.3% | $3,203-65.9% |
| Admin fee / account holder | $3,329 | $3,647-8.7% | $8,520-60.9% | $4,296-22.5% |