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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 | $49,993 | $176,402-71.7% | $134,162-62.7% | $158,982-68.6% |
| Participation rate | 78.9% | 78.7%+0.2pp | 72.2%+6.8pp | 82.0%-3.0pp |
| Annual return | 17.80% | 63.66%-45.9pp | 36.35%-18.6pp | 302.99%-285.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,090 | $4,093+48.8% | $3,500+74.0% | $5,983+1.8% |
| Admin fee / account holder | $2,984 | $8,719-65.8% | $6,685-55.4% | $11,252-73.5% |