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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 | $30,624 | $73,546-58.4% | $63,018-51.4% | $147,586-79.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 15.86% | 175.56%-159.7pp | 87.62%-71.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,004 | $4,185+19.6% | $3,330+50.3% | $5,439-8.0% |
| Admin fee / account holder | $865 | $5,956-85.5% | $3,601-76.0% | $10,886-92.1% |